Interact to see
Advertisement
Advertisement
BALFX vs MBBIX
BALFX vs MBBIX Comparison
Open Charts BALFX vs MBBIX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MassMutual Balanced I
Price$12.58
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets91.25M
BALFX vs MBBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MBBIX commentary
Jul 06, 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: 252B vs. MBBIX (91.2M). BALFX pays higher dividends than MBBIX: BALFX (1.81) vs MBBIX (1.56). BALFX was incepted earlier than MBBIX: BALFX (24 years) vs MBBIX (11 years). MBBIX (0.82) is less costly to investors than BALFX (0.61). MBBIX is a more actively managed with annual turnover of: 130.00 vs. BALFX (44.00). 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 : 7.83 vs. MBBIX (4.07). BALFX return over 5 years is better than : 41.29 vs. MBBIX (15.47).
| BALFX | MBBIX | BALFX / MBBIX | |
| Total Expense Ratio | 0.61 | 0.82 | 74% |
| Annual Report Gross Expense Ratio | 0.61 | 0.82 | 74% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 8.075 | 4.921 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 91.2M | 276,316% |
| Annual Yield % from dividends | 1.81 | 1.56 | 116% |
| Returns for 1 year | 7.83 | 4.07 | 192% |
| Returns for 3 years | 35.03 | 29.52 | 119% |
| Returns for 5 years | 41.29 | 15.47 | 267% |
| Returns for 10 years | 64.94 | 24.90 | 261% |