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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
State Farm Balanced
Price$89.04
Change+$0.59 (+0.67%)
VolumeN/A
Net Assets2.39B
RLBAX vs STFBX Comparison Chart
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RLBAX vs. STFBX commentary
Jun 07, 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 Buy and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. STFBX (2.39B). STFBX pays higher dividends than RLBAX: STFBX (2.32) vs RLBAX (1.23). RLBAX was incepted earlier than STFBX: RLBAX (23 years) vs STFBX (57 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 : 6.30 vs. STFBX (-0.77). RLBAX (30.57) and STFBX (30.16) 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 | 57 years | - |
| Gain YTD | 4.364 | 0.340 | 1,282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.39B | 10,155% |
| Annual Yield % from dividends | 1.23 | 2.32 | 53% |
| Returns for 1 year | 6.30 | -0.77 | -824% |
| Returns for 3 years | 20.02 | 13.50 | 148% |
| Returns for 5 years | 30.57 | 30.16 | 101% |
| Returns for 10 years | 52.75 | 56.02 | 94% |
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