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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
State Farm Balanced
Price$90.10
Change-$0.63 (-0.69%)
VolumeN/A
Net Assets2.49B
RLBAX vs STFBX Comparison Chart
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RLBAX vs. STFBX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. STFBX (2.49B). 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 : 8.36 vs. STFBX (5.56). STFBX return over 5 years is better than : 30.86 vs. RLBAX (26.04).
| 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 | 2.764 | 2.212 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.49B | 9,719% |
| Annual Yield % from dividends | 1.59 | 2.14 | 74% |
| Returns for 1 year | 8.36 | 5.56 | 150% |
| Returns for 3 years | 15.63 | 14.26 | 110% |
| Returns for 5 years | 26.04 | 30.86 | 84% |
| Returns for 10 years | 46.53 | 56.93 | 82% |
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