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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
State Farm Balanced
Price$97.43
Change+$0.24 (+0.25%)
VolumeN/A
Net Assets2.6B
RLBAX vs STFBX Comparison Chart in %
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RLBAX vs. STFBX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. STFBX (2.6B). STFBX pays higher dividends than RLBAX: STFBX (2.13) vs RLBAX (1.10). 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 : 7.84 vs. STFBX (2.79). RLBAX return over 5 years is better than : 37.69 vs. STFBX (35.54).
| 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 | 13.947 | 11.735 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.6B | 10,181% |
| Annual Yield % from dividends | 1.10 | 2.13 | 52% |
| Returns for 1 year | 7.84 | 2.79 | 281% |
| Returns for 3 years | 47.39 | 35.44 | 134% |
| Returns for 5 years | 37.69 | 35.54 | 106% |
| Returns for 10 years | 67.66 | 77.68 | 87% |
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