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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MassMutual Balanced R4
Price$12.21
Change-$0.10 (-0.81%)
VolumeN/A
CapitalizationN/A
BALFX vs MBBRX Comparison Chart
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BALFX vs. MBBRX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MBBRX (103M). BALFX pays higher dividends than MBBRX: BALFX (2.21) vs MBBRX (1.34). BALFX was incepted earlier than MBBRX: BALFX (24 years) vs MBBRX (11 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 (20.84) and MBBRX (20.15) have marching annual gain over last year. BALFX return over 5 years is better than : 34.76 vs. MBBRX (8.91).
| BALFX | MBBRX | BALFX / MBBRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 13.997 | 14.326 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 103M | 229,126% |
| Annual Yield % from dividends | 2.21 | 1.34 | 166% |
| Returns for 1 year | 20.84 | 20.15 | 103% |
| Returns for 3 years | 10.40 | -12.72 | -82% |
| Returns for 5 years | 34.76 | 8.91 | 390% |
| Returns for 10 years | 50.51 | 8.85 | 571% |