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RLEFX vs STFBX
RLEFX vs STFBX Comparison
Open Charts RLEFX vs STFBX
American Funds American Balanced R5E
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
State Farm Balanced
Price$95.56
Change+$0.30 (+0.31%)
VolumeN/A
Net Assets2.68B
RLEFX vs STFBX Comparison Chart in %
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RLEFX vs. STFBX commentary
Dec 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 StrongBuy and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. STFBX (2.68B). STFBX pays higher dividends than RLEFX: STFBX (2.05) vs RLEFX (1.86). 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 : 9.35 vs. STFBX (7.88). RLEFX return over 5 years is better than : 35.69 vs. STFBX (26.38).
| 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 | 10.784 | 9.591 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.68B | 10,049% |
| Annual Yield % from dividends | 1.86 | 2.05 | 91% |
| Returns for 1 year | 9.35 | 7.88 | 119% |
| Returns for 3 years | 38.41 | 26.87 | 143% |
| Returns for 5 years | 35.69 | 26.38 | 135% |
| Returns for 10 years | 75.88 | 89.88 | 84% |
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