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RLBFX vs STFBX
RLBFX vs STFBX Comparison
Open Charts RLBFX vs STFBX
American Funds American Balanced R5
Price$39.08
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
RLBFX vs STFBX Comparison Chart in %
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RLBFX 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 RLBFX is a Buy and STFBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. STFBX (2.6B). STFBX pays higher dividends than RLBFX: STFBX (2.13) vs RLBFX (2.00). RLBFX was incepted earlier than STFBX: RLBFX (23 years) vs STFBX (58 years). RLBFX (0.29) is less costly to investors than STFBX (0.18). RLBFX is a more actively managed with annual turnover of: 44.00 vs. STFBX (19.00). RLBFX (250) and STFBX (250) have matching initial minimum investment requirements. RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. STFBX (2.79). RLBFX return over 5 years is better than : 43.90 vs. STFBX (35.54).
| RLBFX | STFBX | RLBFX / STFBX | |
| Total Expense Ratio | 0.29 | 0.14 | 207% |
| Annual Report Gross Expense Ratio | 0.29 | 0.18 | 161% |
| Fund Existence | 23 years | 58 years | - |
| Gain YTD | 14.890 | 11.735 | 127% |
| 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 | 2.00 | 2.13 | 94% |
| Returns for 1 year | 9.05 | 2.79 | 324% |
| Returns for 3 years | 51.85 | 35.44 | 146% |
| Returns for 5 years | 43.90 | 35.54 | 124% |
| Returns for 10 years | 78.80 | 77.68 | 101% |
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