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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
State Farm Balanced
Price$93.14
Change+$0.23 (+0.25%)
VolumeN/A
Net Assets2.53B
RLEFX vs STFBX Comparison Chart in %
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RLEFX vs. STFBX commentary
Jul 27, 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: 254B vs. STFBX (2.53B). STFBX pays higher dividends than RLEFX: STFBX (2.28) vs RLEFX (2.01). 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 : 10.46 vs. STFBX (4.41). RLEFX return over 5 years is better than : 40.77 vs. STFBX (36.18).
| 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 | 9.133 | 6.815 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.53B | 10,040% |
| Annual Yield % from dividends | 2.01 | 2.28 | 88% |
| Returns for 1 year | 10.46 | 4.41 | 237% |
| Returns for 3 years | 35.42 | 25.60 | 138% |
| Returns for 5 years | 40.77 | 36.18 | 113% |
| Returns for 10 years | N/A | 67.01 | - |
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