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BALFX vs MBBIX
BALFX vs MBBIX Comparison
Open Charts BALFX vs MBBIX
American Funds American Balanced F1
Price$35.05
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
MassMutual Balanced I
Price$12.20
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
BALFX vs MBBIX Comparison Chart
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BALFX vs. MBBIX commentary
Dec 18, 2024
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 BALFX is a Hold and MBBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 230B vs. MBBIX (102M). BALFX pays higher dividends than MBBIX: BALFX (2.21) vs MBBIX (1.65). BALFX was incepted earlier than MBBIX: BALFX (24 years) vs MBBIX (11 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MBBIX (155.00). MBBIX has a lower initial minimum investment than BALFX: MBBIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.54 vs. MBBIX (11.42). BALFX return over 5 years is better than : 32.57 vs. MBBIX (11.22).
| BALFX | MBBIX | BALFX / MBBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 11.522 | 10.826 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 102M | 225,490% |
| Annual Yield % from dividends | 2.21 | 1.65 | 134% |
| Returns for 1 year | 12.54 | 11.42 | 110% |
| Returns for 3 years | 11.70 | 9.89 | 118% |
| Returns for 5 years | 32.57 | 11.22 | 290% |
| Returns for 10 years | 46.34 | 21.92 | 211% |
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