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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$35.47
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
State Farm Balanced
Price$90.00
Change+$0.36 (+0.40%)
VolumeN/A
Net Assets2.49B
RLEFX vs STFBX Comparison Chart
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RLEFX vs. STFBX commentary
Jan 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. STFBX (2.49B). RLEFX pays higher dividends than STFBX: RLEFX (2.42) vs STFBX (2.14). RLEFX was incepted earlier than STFBX: RLEFX (9 years) vs STFBX (57 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. STFBX (38.00). RLEFX (250) and STFBX (250) have matching initial minimum investment requirements. RLEFX annual gain was more profitable for investors over the last year : 12.68 vs. STFBX (8.49). RLEFX return over 5 years is better than : 32.80 vs. STFBX (30.36).
| RLEFX | STFBX | RLEFX / STFBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 57 years | - |
| Gain YTD | 3.090 | 1.690 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.49B | 9,755% |
| Annual Yield % from dividends | 2.42 | 2.14 | 113% |
| Returns for 1 year | 12.68 | 8.49 | 149% |
| Returns for 3 years | 16.43 | 12.91 | 127% |
| Returns for 5 years | 32.80 | 30.36 | 108% |
| Returns for 10 years | N/A | 59.08 | - |
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