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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$38.56
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
MassMutual Balanced R4
Price$8.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.64M
BALFX vs MBBRX Comparison Chart in %
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BALFX vs. MBBRX commentary
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 262B vs. MBBRX (42.6M). BALFX pays higher dividends than MBBRX: BALFX (1.77) vs MBBRX (1.17). BALFX was incepted earlier than MBBRX: BALFX (25 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 : 10.27 vs. MBBRX (-27.56). BALFX return over 5 years is better than : 43.04 vs. MBBRX (-22.72).
| BALFX | MBBRX | BALFX / MBBRX | |
| Total Expense Ratio | 0.61 | 1.27 | 48% |
| Annual Report Gross Expense Ratio | 0.61 | 1.27 | 48% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 13.090 | -23.958 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 42.6M | 615,023% |
| Annual Yield % from dividends | 1.77 | 1.17 | 151% |
| Returns for 1 year | 10.27 | -27.56 | -37% |
| Returns for 3 years | 42.16 | -7.42 | -569% |
| Returns for 5 years | 43.04 | -22.72 | -189% |
| Returns for 10 years | 77.57 | -12.39 | -626% |
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