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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MassMutual Balanced R4
Price$11.89
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets91.25M
BALFX vs MBBRX Comparison Chart in %
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BALFX vs. MBBRX commentary
Jul 07, 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: 252B vs. MBBRX (91.2M). 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 : 7.83 vs. MBBRX (3.21). BALFX return over 5 years is better than : 41.29 vs. MBBRX (11.23).
| 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 | 8.075 | 4.665 | 173% |
| 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 | 1.19 | 152% |
| Returns for 1 year | 7.83 | 3.21 | 244% |
| Returns for 3 years | 35.03 | 27.30 | 128% |
| Returns for 5 years | 41.29 | 11.23 | 368% |
| Returns for 10 years | 64.94 | 16.61 | 391% |
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