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BALFX vs MBBIX
BALFX vs MBBIX Comparison
Open Charts BALFX vs MBBIX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MassMutual Balanced I
Price$12.88
Change-$0.11 (-0.85%)
VolumeN/A
CapitalizationN/A
BALFX vs MBBIX Comparison Chart
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BALFX vs. MBBIX commentary
Nov 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 StrongBuy and MBBIX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MBBIX (103M). 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 (20.84) and MBBIX (20.73) have marching annual gain over last year. BALFX return over 5 years is better than : 34.76 vs. MBBIX (12.72).
| 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 | 13.997 | 14.795 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 103M | 229,126% |
| Annual Yield % from dividends | 2.21 | 1.65 | 134% |
| Returns for 1 year | 20.84 | 20.73 | 101% |
| Returns for 3 years | 10.40 | -10.60 | -98% |
| Returns for 5 years | 34.76 | 12.72 | 273% |
| Returns for 10 years | 50.51 | 16.32 | 310% |