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BALFX vs MBBIX
BALFX vs MBBIX Comparison
Open Charts BALFX vs MBBIX
American Funds American Balanced F1
Price$34.84
Change-$0.40 (-1.14%)
VolumeN/A
Net Assets240.4B
MassMutual Balanced I
Price$12.01
Change-$0.16 (-1.31%)
VolumeN/A
Net Assets91.31M
BALFX vs MBBIX Comparison Chart
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BALFX vs. MBBIX commentary
May 22, 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: 240B vs. MBBIX (91.3M). BALFX pays higher dividends than MBBIX: BALFX (1.95) vs MBBIX (1.65). 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: 155.00 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 : 4.27 vs. MBBIX (3.63). BALFX return over 5 years is better than : 37.79 vs. MBBIX (17.36).
| 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 | 1.881 | 1.501 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 91.3M | 262,870% |
| Annual Yield % from dividends | 1.95 | 1.65 | 118% |
| Returns for 1 year | 4.27 | 3.63 | 117% |
| Returns for 3 years | 23.37 | 24.45 | 96% |
| Returns for 5 years | 37.79 | 17.36 | 218% |
| Returns for 10 years | 52.03 | 18.19 | 286% |