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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$34.11
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets232.27B
State Farm Balanced
Price$85.43
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets2.33B
RLEFX vs STFBX Comparison Chart
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RLEFX vs. STFBX commentary
May 02, 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: 232B vs. STFBX (2.33B). STFBX pays higher dividends than RLEFX: STFBX (2.39) vs RLEFX (2.17). RLEFX was incepted earlier than STFBX: RLEFX (9 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 : 6.72 vs. STFBX (0.66). RLEFX return over 5 years is better than : 38.91 vs. STFBX (35.56).
| RLEFX | STFBX | RLEFX / STFBX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.39 | 0.18 | 217% |
| Fund Existence | 9 years | 57 years | - |
| Gain YTD | -0.198 | -3.029 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232B | 2.33B | 9,949% |
| Annual Yield % from dividends | 2.17 | 2.39 | 91% |
| Returns for 1 year | 6.72 | 0.66 | 1,021% |
| Returns for 3 years | 19.05 | 10.19 | 187% |
| Returns for 5 years | 38.91 | 35.56 | 109% |
| Returns for 10 years | N/A | 48.54 | - |