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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$36.38
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
State Farm Balanced
Price$89.72
Change+$0.54 (+0.61%)
VolumeN/A
Net Assets2.43B
RLEFX vs STFBX Comparison Chart in %
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RLEFX vs. STFBX commentary
Jun 27, 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: 248B vs. STFBX (2.43B). STFBX pays higher dividends than RLEFX: STFBX (2.32) vs RLEFX (2.09). 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 : 7.55 vs. STFBX (-0.32). RLEFX return over 5 years is better than : 43.86 vs. STFBX (37.31).
| 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 | 6.814 | 2.274 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 2.43B | 10,193% |
| Annual Yield % from dividends | 2.09 | 2.32 | 90% |
| Returns for 1 year | 7.55 | -0.32 | -2,335% |
| Returns for 3 years | 33.32 | 21.88 | 152% |
| Returns for 5 years | 43.86 | 37.31 | 118% |
| Returns for 10 years | N/A | 60.89 | - |
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