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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
State Farm Balanced
Price$93.78
Change-$0.20 (-0.21%)
VolumeN/A
Net Assets2.54B
RLEFX vs STFBX Comparison Chart in %
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RLEFX vs. STFBX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. STFBX (2.54B). STFBX pays higher dividends than RLEFX: STFBX (2.23) vs RLEFX (2.00). RLEFX was incepted earlier than STFBX: RLEFX (10 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 : 8.15 vs. STFBX (3.12). RLEFX return over 5 years is better than : 39.18 vs. STFBX (32.79).
| RLEFX | STFBX | RLEFX / STFBX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.39 | 0.18 | 217% |
| Fund Existence | 10 years | 57 years | - |
| Gain YTD | 9.867 | 7.549 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.54B | 10,095% |
| Annual Yield % from dividends | 2.00 | 2.23 | 90% |
| Returns for 1 year | 8.15 | 3.12 | 261% |
| Returns for 3 years | 30.19 | 19.04 | 159% |
| Returns for 5 years | 39.18 | 32.79 | 120% |
| Returns for 10 years | N/A | 69.40 | - |
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