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BALFX vs MBBRX
BALFX vs MBBRX Comparison
Open Charts BALFX vs MBBRX
American Funds American Balanced F1
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
MassMutual Balanced R4
Price$11.54
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets97.44M
BALFX vs MBBRX Comparison Chart
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BALFX vs. MBBRX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. MBBRX (97.4M). 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 : 12.05 vs. MBBRX (6.99). BALFX return over 5 years is better than : 33.74 vs. MBBRX (5.72).
| 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 | 3.120 | 1.056 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 97.4M | 247,433% |
| Annual Yield % from dividends | 2.21 | 1.34 | 166% |
| Returns for 1 year | 12.05 | 6.99 | 172% |
| Returns for 3 years | 14.66 | 9.51 | 154% |
| Returns for 5 years | 33.74 | 5.72 | 590% |
| Returns for 10 years | 57.51 | 13.84 | 416% |
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