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RLBFX vs STFBX
RLBFX vs STFBX Comparison
Open Charts RLBFX vs STFBX
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
State Farm Balanced
Price$98.63
Change+$0.35 (+0.36%)
VolumeN/A
Net Assets2.62B
RLBFX vs STFBX Comparison Chart in %
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RLBFX vs. STFBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. STFBX (2.62B). STFBX pays higher dividends than RLBFX: STFBX (2.08) vs RLBFX (1.97). RLBFX was incepted earlier than STFBX: RLBFX (24 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 : 9.32 vs. STFBX (4.26). RLBFX return over 5 years is better than : 40.53 vs. STFBX (34.23).
| RLBFX | STFBX | RLBFX / STFBX | |
| Total Expense Ratio | 0.29 | 0.14 | 207% |
| Annual Report Gross Expense Ratio | 0.29 | 0.18 | 161% |
| Fund Existence | 24 years | 58 years | - |
| Gain YTD | 14.331 | 12.710 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.62B | 10,034% |
| Annual Yield % from dividends | 1.97 | 2.08 | 95% |
| Returns for 1 year | 9.32 | 4.26 | 219% |
| Returns for 3 years | 42.18 | 29.10 | 145% |
| Returns for 5 years | 40.53 | 34.23 | 118% |
| Returns for 10 years | 74.39 | 76.78 | 97% |
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