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RLBFX vs STFBX
RLBFX vs STFBX Comparison
Open Charts RLBFX vs STFBX
American Funds American Balanced R5
Price$38.58
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
State Farm Balanced
Price$96.04
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets2.59B
RLBFX vs STFBX Comparison Chart in %
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RLBFX vs. STFBX commentary
Sep 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 RLBFX is a Buy and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. STFBX (2.59B). STFBX pays higher dividends than RLBFX: STFBX (2.18) vs RLBFX (2.05). 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 : 9.55 vs. STFBX (4.26). RLBFX return over 5 years is better than : 44.60 vs. STFBX (36.38).
| 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 | 13.027 | 10.175 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.59B | 10,170% |
| Annual Yield % from dividends | 2.05 | 2.18 | 94% |
| Returns for 1 year | 9.55 | 4.26 | 224% |
| Returns for 3 years | 43.97 | 31.30 | 140% |
| Returns for 5 years | 44.60 | 36.38 | 123% |
| Returns for 10 years | 82.04 | 79.54 | 103% |
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