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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MassMutual Balanced R4
Price$11.35
Change-$0.22 (-1.90%)
VolumeN/A
CapitalizationN/A
BALFX vs MBBRX Comparison Chart
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BALFX vs. MBBRX commentary
Dec 19, 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 Hold and MBBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. MBBRX (102M). 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 annual gain was more profitable for investors over the last year : 12.54 vs. MBBRX (10.55). BALFX return over 5 years is better than : 32.57 vs. MBBRX (7.19).
| 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 | 11.522 | 9.929 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 102M | 236,275% |
| Annual Yield % from dividends | 2.21 | 1.34 | 166% |
| Returns for 1 year | 12.54 | 10.55 | 119% |
| Returns for 3 years | 11.70 | 8.08 | 145% |
| Returns for 5 years | 32.57 | 7.19 | 453% |
| Returns for 10 years | 46.34 | 13.86 | 334% |
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