Interact to see
Advertisement
Advertisement
RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
State Farm Balanced
Price$98.63
Change+$0.35 (+0.36%)
VolumeN/A
Net Assets2.62B
RLBAX vs STFBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBAX vs. STFBX commentary
Nov 20, 2025
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 Hold and STFBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. STFBX (2.62B). STFBX pays higher dividends than RLBAX: STFBX (2.08) vs RLBAX (1.08). RLBAX was incepted earlier than STFBX: RLBAX (23 years) vs STFBX (58 years). RLBAX (1.31) is less costly to investors than STFBX (0.18). RLBAX is a more actively managed with annual turnover of: 44.00 vs. STFBX (19.00). RLBAX (250) and STFBX (250) have matching initial minimum investment requirements. RLBAX annual gain was more profitable for investors over the last year : 8.15 vs. STFBX (4.26). RLBAX (34.46) and STFBX (34.23) have equivalent 5 years return.
| RLBAX | STFBX | RLBAX / STFBX | |
| Total Expense Ratio | 1.31 | 0.14 | 936% |
| Annual Report Gross Expense Ratio | 1.31 | 0.18 | 728% |
| Fund Existence | 23 years | 58 years | - |
| Gain YTD | 13.298 | 12.710 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.62B | 10,034% |
| Annual Yield % from dividends | 1.08 | 2.08 | 52% |
| Returns for 1 year | 8.15 | 4.26 | 191% |
| Returns for 3 years | 38.05 | 29.10 | 131% |
| Returns for 5 years | 34.46 | 34.23 | 101% |
| Returns for 10 years | 63.50 | 76.78 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement