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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
State Farm Balanced
Price$89.16
Change-$0.62 (-0.69%)
VolumeN/A
Net Assets2.41B
RLEFX vs STFBX Comparison Chart
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RLEFX vs. STFBX commentary
Jun 16, 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: 244B vs. STFBX (2.41B). STFBX pays higher dividends than RLEFX: STFBX (2.32) vs RLEFX (2.09). 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 : 5.49 vs. STFBX (-1.27). RLEFX return over 5 years is better than : 39.46 vs. STFBX (35.26).
| 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 | 4.524 | 1.146 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.41B | 10,133% |
| Annual Yield % from dividends | 2.09 | 2.32 | 90% |
| Returns for 1 year | 5.49 | -1.27 | -433% |
| Returns for 3 years | 33.28 | 23.67 | 141% |
| Returns for 5 years | 39.46 | 35.26 | 112% |
| Returns for 10 years | N/A | 56.51 | - |
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