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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$37.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets253.85B
MassMutual Balanced R4
Price$11.95
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets89.44M
BALFX vs MBBRX Comparison Chart in %
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BALFX vs. MBBRX commentary
Jul 30, 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 MBBRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. MBBRX (89.4M). BALFX pays higher dividends than MBBRX: BALFX (1.81) vs MBBRX (1.19). BALFX was incepted earlier than MBBRX: BALFX (24 years) vs MBBRX (11 years). MBBRX (1.27) is less costly to investors than BALFX (0.61). MBBRX is a more actively managed with annual turnover of: 130.00 vs. BALFX (44.00). MBBRX has a lower initial minimum investment than BALFX: MBBRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.90 vs. MBBRX (3.47). BALFX return over 5 years is better than : 38.44 vs. MBBRX (8.55).
| BALFX | MBBRX | BALFX / MBBRX | |
| Total Expense Ratio | 0.61 | 1.27 | 48% |
| Annual Report Gross Expense Ratio | 0.61 | 1.27 | 48% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 8.808 | 5.018 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 89.4M | 284,116% |
| Annual Yield % from dividends | 1.81 | 1.19 | 152% |
| Returns for 1 year | 8.90 | 3.47 | 257% |
| Returns for 3 years | 30.94 | 22.56 | 137% |
| Returns for 5 years | 38.44 | 8.55 | 450% |
| Returns for 10 years | 63.54 | 15.82 | 402% |