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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MassMutual Balanced R4
Price$11.52
Change-$0.12 (-1.03%)
VolumeN/A
Net Assets89.94M
BALFX vs MBBRX Comparison Chart
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BALFX vs. MBBRX commentary
Jun 15, 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: 244B vs. MBBRX (89.9M). BALFX pays higher dividends than MBBRX: BALFX (1.88) vs MBBRX (1.23). 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: 155.00 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 : 5.26 vs. MBBRX (0.51). BALFX return over 5 years is better than : 38.20 vs. MBBRX (10.09).
| 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 | 4.438 | 1.408 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 89.9M | 271,413% |
| Annual Yield % from dividends | 1.88 | 1.23 | 153% |
| Returns for 1 year | 5.26 | 0.51 | 1,026% |
| Returns for 3 years | 32.52 | 27.14 | 120% |
| Returns for 5 years | 38.20 | 10.09 | 379% |
| Returns for 10 years | 57.60 | 11.94 | 483% |
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