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RLBFX vs STFBX
RLBFX vs STFBX Comparison
Open Charts RLBFX vs STFBX
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
State Farm Balanced
Price$97.46
Change-$0.26 (-0.27%)
VolumeN/A
Net Assets2.62B
RLBFX vs STFBX Comparison Chart in %
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RLBFX vs. STFBX commentary
Oct 08, 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 RLBFX is a Hold and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. STFBX (2.62B). STFBX pays higher dividends than RLBFX: STFBX (2.13) vs RLBFX (2.00). RLBFX was incepted earlier than STFBX: RLBFX (23 years) vs STFBX (58 years). RLBFX (0.29) is less costly to investors than STFBX (0.18). RLBFX is a more actively managed with annual turnover of: 44.00 vs. STFBX (19.00). RLBFX (250) and STFBX (250) have matching initial minimum investment requirements. RLBFX annual gain was more profitable for investors over the last year : 10.30 vs. STFBX (5.09). RLBFX return over 5 years is better than : 44.24 vs. STFBX (37.24).
| RLBFX | STFBX | RLBFX / STFBX | |
| Total Expense Ratio | 0.29 | 0.14 | 207% |
| Annual Report Gross Expense Ratio | 0.29 | 0.18 | 161% |
| Fund Existence | 23 years | 58 years | - |
| Gain YTD | 14.654 | 12.068 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.62B | 10,145% |
| Annual Yield % from dividends | 2.00 | 2.13 | 94% |
| Returns for 1 year | 10.30 | 5.09 | 202% |
| Returns for 3 years | 52.37 | 38.62 | 136% |
| Returns for 5 years | 44.24 | 37.24 | 119% |
| Returns for 10 years | 79.97 | 78.45 | 102% |
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