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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
MassMutual Balanced R4
Price$10.81
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets86.35M
BALFX vs MBBRX Comparison Chart
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BALFX vs. MBBRX commentary
Apr 18, 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: 225B vs. MBBRX (86.3M). BALFX pays higher dividends than MBBRX: BALFX (1.95) vs MBBRX (1.25). BALFX was incepted earlier than MBBRX: BALFX (24 years) vs MBBRX (11 years). MBBRX (1.27) is less costly to investors than BALFX (0.62). 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 annual gain was more profitable for investors over the last year : 2.53 vs. MBBRX (0.56). BALFX return over 5 years is better than : 31.55 vs. MBBRX (8.77).
| BALFX | MBBRX | BALFX / MBBRX | |
| Total Expense Ratio | 0.62 | 1.27 | 49% |
| Annual Report Gross Expense Ratio | 0.62 | 1.27 | 49% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -3.705 | -4.754 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 86.3M | 260,718% |
| Annual Yield % from dividends | 1.95 | 1.25 | 156% |
| Returns for 1 year | 2.53 | 0.56 | 451% |
| Returns for 3 years | 9.90 | 7.34 | 135% |
| Returns for 5 years | 31.55 | 8.77 | 360% |
| Returns for 10 years | 44.27 | 4.44 | 998% |
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