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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$36.50
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
State Farm Balanced
Price$97.37
Change+$0.34 (+0.35%)
VolumeN/A
CapitalizationN/A
RLEFX vs STFBX Comparison Chart
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RLEFX vs. STFBX commentary
Nov 23, 2024
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 StrongBuy and STFBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 238B vs. STFBX (2.52B). 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 : 21.00 vs. STFBX (15.21). STFBX return over 5 years is better than : 43.00 vs. RLEFX (37.39).
| 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 | 15.097 | 16.536 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 2.52B | 9,441% |
| Annual Yield % from dividends | 2.42 | 2.14 | 113% |
| Returns for 1 year | 21.00 | 15.21 | 138% |
| Returns for 3 years | 12.54 | 8.95 | 140% |
| Returns for 5 years | 37.39 | 43.00 | 87% |
| Returns for 10 years | N/A | 68.55 | - |
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