BALFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MBBRX
Price
$11.89
Change
+$0.05 (+0.42%)
Updated
Jul 3 closing price
Net Assets
91.25M
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BALFX vs MBBRX

Header iconBALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRXBanner chart's image
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.

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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).
BALFXMBBRXBALFX / MBBRX
Total Expense Ratio0.611.2748%
Annual Report Gross Expense Ratio0.611.2748%
Fund Existence24 years11 years-
Gain YTD8.0754.665173%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B91.2M276,316%
Annual Yield % from dividends1.811.19152%
Returns for 1 year7.833.21244%
Returns for 3 years35.0327.30128%
Returns for 5 years41.2911.23368%
Returns for 10 years64.9416.61391%
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