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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
State Farm Balanced
Price$83.88
Change-$2.81 (-3.24%)
VolumeN/A
Net Assets2.38B
RLEFX vs STFBX Comparison Chart
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RLEFX vs. STFBX commentary
Apr 04, 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 Hold and STFBX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. STFBX (2.38B). STFBX pays higher dividends than RLEFX: STFBX (2.37) vs RLEFX (2.16). RLEFX was incepted earlier than STFBX: RLEFX (9 years) vs STFBX (57 years). RLEFX (0.40) is less costly to investors than STFBX (0.18). RLEFX is a more actively managed with annual turnover of: 171.00 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 : 1.58 vs. STFBX (-0.60). STFBX (47.52) and RLEFX (47.40) have equivalent 5 years return.
| RLEFX | STFBX | RLEFX / STFBX | |
| Total Expense Ratio | 0.40 | 0.14 | 286% |
| Annual Report Gross Expense Ratio | 0.40 | 0.18 | 222% |
| Fund Existence | 9 years | 57 years | - |
| Gain YTD | -2.100 | -1.656 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 2.38B | 9,878% |
| Annual Yield % from dividends | 2.16 | 2.37 | 91% |
| Returns for 1 year | 1.58 | -0.60 | -261% |
| Returns for 3 years | 9.71 | 5.57 | 174% |
| Returns for 5 years | 47.40 | 47.52 | 100% |
| Returns for 10 years | N/A | 52.42 | - |
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