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RLBFX vs STFBX
RLBFX vs STFBX Comparison
Open Charts RLBFX vs STFBX
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
State Farm Balanced
Price$88.65
Change+$0.70 (+0.80%)
VolumeN/A
CapitalizationN/A
RLBFX vs STFBX Comparison Chart
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RLBFX vs. STFBX commentary
Dec 23, 2024
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 RLBFX is a Buy and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. STFBX (2.48B). RLBFX pays higher dividends than STFBX: RLBFX (2.50) vs STFBX (2.14). RLBFX was incepted earlier than STFBX: RLBFX (23 years) vs STFBX (57 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. STFBX (38.00). RLBFX (250) and STFBX (250) have matching initial minimum investment requirements. RLBFX annual gain was more profitable for investors over the last year : 10.52 vs. STFBX (8.28). RLBFX return over 5 years is better than : 31.65 vs. STFBX (29.39).
| RLBFX | STFBX | RLBFX / 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 | 9.899 | 7.841 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 2.48B | 9,512% |
| Annual Yield % from dividends | 2.50 | 2.14 | 117% |
| Returns for 1 year | 10.52 | 8.28 | 127% |
| Returns for 3 years | 10.16 | 7.97 | 127% |
| Returns for 5 years | 31.65 | 29.39 | 108% |
| Returns for 10 years | 53.78 | 56.79 | 95% |
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