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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$36.54
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
State Farm Balanced
Price$91.60
Change+$0.27 (+0.30%)
VolumeN/A
Net Assets2.48B
RLBAX vs STFBX Comparison Chart in %
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RLBAX vs. STFBX commentary
Jul 18, 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: 252B vs. STFBX (2.48B). STFBX pays higher dividends than RLBAX: STFBX (2.28) vs RLBAX (1.18). 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 : 6.23 vs. STFBX (-0.27). RLBAX (34.69) and STFBX (33.20) 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 | 7.710 | 4.740 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.48B | 10,149% |
| Annual Yield % from dividends | 1.18 | 2.28 | 52% |
| Returns for 1 year | 6.23 | -0.27 | -2,291% |
| Returns for 3 years | 33.46 | 26.16 | 128% |
| Returns for 5 years | 34.69 | 33.20 | 104% |
| Returns for 10 years | 55.43 | 62.31 | 89% |
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