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BALCX vs MBBIX
BALCX vs MBBIX Comparison
Open Charts BALCX vs MBBIX
American Funds American Balanced C
Price$38.33
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.06B
MassMutual Balanced I
Price$9.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.64M
BALCX vs MBBIX Comparison Chart in %
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BALCX vs. MBBIX commentary
Sep 17, 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 BALCX is a Buy and MBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. MBBIX (42.6M). MBBIX pays higher dividends than BALCX: MBBIX (1.53) vs BALCX (1.16). BALCX was incepted earlier than MBBIX: BALCX (25 years) vs MBBIX (11 years). BALCX (1.31) is less costly to investors than MBBIX (0.82). MBBIX is a more actively managed with annual turnover of: 130.00 vs. BALCX (44.00). MBBIX has a lower initial minimum investment than BALCX: MBBIX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 9.16 vs. MBBIX (-25.91). BALCX return over 5 years is better than : 37.96 vs. MBBIX (-18.91).
| BALCX | MBBIX | BALCX / MBBIX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.82 | 160% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 12.867 | -22.203 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 42.6M | 617,371% |
| Annual Yield % from dividends | 1.16 | 1.53 | 76% |
| Returns for 1 year | 9.16 | -25.91 | -35% |
| Returns for 3 years | 40.62 | -2.92 | -1,393% |
| Returns for 5 years | 37.96 | -18.91 | -201% |
| Returns for 10 years | 71.72 | -3.90 | -1,840% |
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