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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
State Farm Balanced
Price$98.92
Change-$1.13 (-1.13%)
VolumeN/A
Net Assets2.64B
RLBAX vs STFBX Comparison Chart in %
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RLBAX vs. STFBX commentary
Nov 14, 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 RLBAX is a Buy and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. STFBX (2.64B). STFBX pays higher dividends than RLBAX: STFBX (2.08) vs RLBAX (1.08). RLBAX was incepted earlier than STFBX: RLBAX (23 years) vs STFBX (58 years). RLBAX (1.31) is less costly to investors than STFBX (0.18). RLBAX is a more actively managed with annual turnover of: 44.00 vs. STFBX (19.00). RLBAX (250) and STFBX (250) have matching initial minimum investment requirements. RLBAX annual gain was more profitable for investors over the last year : 9.08 vs. STFBX (5.82). RLBAX (36.92) and STFBX (36.60) have equivalent 5 years return.
| RLBAX | STFBX | RLBAX / STFBX | |
| Total Expense Ratio | 1.31 | 0.14 | 936% |
| Annual Report Gross Expense Ratio | 1.31 | 0.18 | 728% |
| Fund Existence | 23 years | 58 years | - |
| Gain YTD | 15.481 | 14.740 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.64B | 10,193% |
| Annual Yield % from dividends | 1.08 | 2.08 | 52% |
| Returns for 1 year | 9.08 | 5.82 | 156% |
| Returns for 3 years | 40.52 | 31.91 | 127% |
| Returns for 5 years | 36.92 | 36.60 | 101% |
| Returns for 10 years | 69.99 | 83.01 | 84% |
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