Ad is loading...
RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$36.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
State Farm Balanced
Price$96.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RLEFX vs STFBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. STFBX commentary
Nov 14, 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: 240B 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 : 22.85 vs. STFBX (15.97). STFBX return over 5 years is better than : 42.76 vs. RLEFX (37.80).
| 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 | 15.761 | 16.236 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.52B | 9,539% |
| Annual Yield % from dividends | 2.42 | 2.14 | 113% |
| Returns for 1 year | 22.85 | 15.97 | 143% |
| Returns for 3 years | 12.39 | 8.70 | 142% |
| Returns for 5 years | 37.80 | 42.76 | 88% |
| Returns for 10 years | N/A | 69.58 | - |