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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$34.34
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
MassMutual Balanced R4
Price$11.21
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets89.25M
BALFX vs MBBRX Comparison Chart
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BALFX vs. MBBRX commentary
May 09, 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: 234B vs. MBBRX (89.2M). BALFX pays higher dividends than MBBRX: BALFX (1.95) vs MBBRX (1.26). 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 : 4.68 vs. MBBRX (1.94). BALFX return over 5 years is better than : 36.57 vs. MBBRX (11.32).
| 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 | 0.419 | -1.232 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 89.2M | 262,332% |
| Annual Yield % from dividends | 1.95 | 1.26 | 155% |
| Returns for 1 year | 4.68 | 1.94 | 241% |
| Returns for 3 years | 21.77 | 17.71 | 123% |
| Returns for 5 years | 36.57 | 11.32 | 323% |
| Returns for 10 years | 50.51 | 8.48 | 596% |
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