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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$36.08
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
State Farm Balanced
Price$89.72
Change+$0.54 (+0.61%)
VolumeN/A
Net Assets2.43B
RLBAX vs STFBX Comparison Chart in %
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RLBAX vs. STFBX commentary
Jun 27, 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: 248B vs. STFBX (2.43B). 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 : 6.54 vs. STFBX (-0.32). RLBAX (38.27) and STFBX (37.31) 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 | 6.354 | 2.274 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 2.43B | 10,193% |
| Annual Yield % from dividends | 1.23 | 2.32 | 53% |
| Returns for 1 year | 6.54 | -0.32 | -2,022% |
| Returns for 3 years | 30.13 | 21.88 | 138% |
| Returns for 5 years | 38.27 | 37.31 | 103% |
| Returns for 10 years | 56.75 | 60.89 | 93% |
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