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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$36.77
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
State Farm Balanced
Price$92.91
Change-$0.21 (-0.23%)
VolumeN/A
Net Assets2.52B
RLBAX vs STFBX Comparison Chart in %
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RLBAX vs. STFBX commentary
Aug 12, 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: 254B vs. STFBX (2.52B). STFBX pays higher dividends than RLBAX: STFBX (2.23) vs RLBAX (1.17). 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 : 8.74 vs. STFBX (4.49). RLBAX (32.27) and STFBX (31.53) 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 | 8.388 | 6.792 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.52B | 10,071% |
| Annual Yield % from dividends | 1.17 | 2.23 | 52% |
| Returns for 1 year | 8.74 | 4.49 | 195% |
| Returns for 3 years | 26.32 | 18.75 | 140% |
| Returns for 5 years | 32.27 | 31.53 | 102% |
| Returns for 10 years | 58.06 | 68.15 | 85% |
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