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RLBFX vs STFBX
RLBFX vs STFBX Comparison
Open Charts RLBFX vs STFBX
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
State Farm Balanced
Price$90.10
Change-$0.63 (-0.69%)
VolumeN/A
Net Assets2.49B
RLBFX vs STFBX Comparison Chart
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RLBFX vs. STFBX commentary
Feb 23, 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: 242B vs. STFBX (2.49B). 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 : 9.54 vs. STFBX (5.56). RLBFX (31.70) and STFBX (30.86) have equivalent 5 years return.
| 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 | 2.908 | 2.212 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.49B | 9,719% |
| Annual Yield % from dividends | 2.50 | 2.14 | 117% |
| Returns for 1 year | 9.54 | 5.56 | 171% |
| Returns for 3 years | 18.32 | 14.26 | 129% |
| Returns for 5 years | 31.70 | 30.86 | 103% |
| Returns for 10 years | 55.11 | 56.93 | 97% |
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