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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
State Farm Balanced
Price$91.60
Change+$0.27 (+0.30%)
VolumeN/A
Net Assets2.48B
RLEFX vs STFBX Comparison Chart in %
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RLEFX vs. STFBX commentary
Jul 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 RLEFX is a Buy and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. STFBX (2.48B). STFBX pays higher dividends than RLEFX: STFBX (2.28) vs RLEFX (2.01). RLEFX was incepted earlier than STFBX: RLEFX (10 years) vs STFBX (57 years). RLEFX (0.39) is less costly to investors than STFBX (0.18). RLEFX is a more actively managed with annual turnover of: 44.00 vs. STFBX (19.00). RLEFX (250) and STFBX (250) have matching initial minimum investment requirements. RLEFX annual gain was more profitable for investors over the last year : 7.26 vs. STFBX (-0.27). RLEFX return over 5 years is better than : 40.12 vs. STFBX (33.20).
| RLEFX | STFBX | RLEFX / STFBX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.39 | 0.18 | 217% |
| Fund Existence | 10 years | 57 years | - |
| Gain YTD | 8.252 | 4.740 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.48B | 10,149% |
| Annual Yield % from dividends | 2.01 | 2.28 | 88% |
| Returns for 1 year | 7.26 | -0.27 | -2,672% |
| Returns for 3 years | 36.77 | 26.16 | 141% |
| Returns for 5 years | 40.12 | 33.20 | 121% |
| Returns for 10 years | N/A | 62.31 | - |
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