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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$34.04
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
State Farm Balanced
Price$88.65
Change+$0.70 (+0.80%)
VolumeN/A
CapitalizationN/A
RLBAX vs STFBX Comparison Chart
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RLBAX vs. STFBX commentary
Dec 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RLBAX is a Buy and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. STFBX (2.48B). STFBX pays higher dividends than RLBAX: STFBX (2.14) vs RLBAX (1.59). RLBAX was incepted earlier than STFBX: RLBAX (23 years) vs STFBX (57 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. STFBX (38.00). RLBAX (250) and STFBX (250) have matching initial minimum investment requirements. RLBAX annual gain was more profitable for investors over the last year : 9.35 vs. STFBX (8.28). STFBX return over 5 years is better than : 29.39 vs. RLBAX (25.98).
| RLBAX | STFBX | RLBAX / STFBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 57 years | - |
| Gain YTD | 8.731 | 7.841 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 2.48B | 9,512% |
| Annual Yield % from dividends | 1.59 | 2.14 | 74% |
| Returns for 1 year | 9.35 | 8.28 | 113% |
| Returns for 3 years | 7.62 | 7.97 | 96% |
| Returns for 5 years | 25.98 | 29.39 | 88% |
| Returns for 10 years | 45.31 | 56.79 | 80% |
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