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BALFX vs MBBIX
BALFX vs MBBIX Comparison
Open Charts BALFX vs MBBIX
American Funds American Balanced F1
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
MassMutual Balanced I
Price$11.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets86.35M
BALFX vs MBBIX Comparison Chart
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BALFX vs. MBBIX commentary
Apr 18, 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 BALFX is a Buy and MBBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 225B vs. MBBIX (86.3M). BALFX pays higher dividends than MBBIX: BALFX (1.95) vs MBBIX (1.64). BALFX was incepted earlier than MBBIX: BALFX (24 years) vs MBBIX (11 years). MBBIX (0.82) is less costly to investors than BALFX (0.62). 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 : 2.53 vs. MBBIX (1.32). BALFX return over 5 years is better than : 31.55 vs. MBBIX (12.84).
| BALFX | MBBIX | BALFX / MBBIX | |
| Total Expense Ratio | 0.62 | 0.82 | 76% |
| Annual Report Gross Expense Ratio | 0.62 | 0.82 | 76% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -3.705 | -4.671 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 86.3M | 260,718% |
| Annual Yield % from dividends | 1.95 | 1.64 | 119% |
| Returns for 1 year | 2.53 | 1.32 | 191% |
| Returns for 3 years | 9.90 | 9.14 | 108% |
| Returns for 5 years | 31.55 | 12.84 | 246% |
| Returns for 10 years | 44.27 | 11.72 | 378% |
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