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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$36.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
MassMutual Balanced R4
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BALFX vs MBBRX Comparison Chart
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BALFX vs. MBBRX commentary
Sep 20, 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 MBBRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. MBBRX (107M). BALFX pays higher dividends than MBBRX: BALFX (2.21) vs MBBRX (1.34). BALFX was incepted earlier than MBBRX: BALFX (24 years) vs MBBRX (10 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MBBRX (155.00). MBBRX has a lower initial minimum investment than BALFX: MBBRX (0) vs BALFX (250). BALFX (20.93) and MBBRX (20.85) have marching annual gain over last year. BALFX return over 5 years is better than : 37.41 vs. MBBRX (10.98).
| BALFX | MBBRX | BALFX / MBBRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 12.702 | 13.202 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 107M | 218,692% |
| Annual Yield % from dividends | 2.21 | 1.34 | 166% |
| Returns for 1 year | 20.93 | 20.85 | 100% |
| Returns for 3 years | 12.28 | -10.75 | -114% |
| Returns for 5 years | 37.41 | 10.98 | 341% |
| Returns for 10 years | 50.64 | 9.03 | 561% |
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