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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$38.47
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.72B
State Farm Balanced
Price$96.71
Change+$0.10 (+0.10%)
VolumeN/A
Net Assets2.69B
RLEFX vs STFBX Comparison Chart in %
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RLEFX vs. STFBX commentary
Jan 17, 2026
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 Hold and STFBX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. STFBX (2.69B). STFBX (2.19) and RLEFX (2.11) have matching dividends . RLEFX was incepted earlier than STFBX: RLEFX (10 years) vs STFBX (58 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 : 13.50 vs. STFBX (11.77). RLEFX return over 5 years is better than : 38.31 vs. STFBX (27.61).
| 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 | 58 years | - |
| Gain YTD | 2.724 | 1.854 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.69B | 10,030% |
| Annual Yield % from dividends | 2.11 | 2.19 | 96% |
| Returns for 1 year | 13.50 | 11.77 | 115% |
| Returns for 3 years | 39.10 | 26.75 | 146% |
| Returns for 5 years | 38.31 | 27.61 | 139% |
| Returns for 10 years | 92.23 | 104.41 | 88% |
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