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BALFX vs MBLDX
BALFX vs MBLDX Comparison
Open Charts BALFX vs MBLDX
American Funds American Balanced F1
Price$38.56
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
MassMutual Balanced R5
Price$9.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.64M
BALFX vs MBLDX Comparison Chart in %
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BALFX vs. MBLDX commentary
Sep 15, 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 MBLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 262B vs. MBLDX (42.6M). BALFX pays higher dividends than MBLDX: BALFX (1.77) vs MBLDX (1.43). BALFX was incepted earlier than MBLDX: BALFX (25 years) vs MBLDX (31 years). MBLDX (0.92) is less costly to investors than BALFX (0.61). MBLDX is a more actively managed with annual turnover of: 130.00 vs. BALFX (44.00). MBLDX has a lower initial minimum investment than BALFX: MBLDX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 10.27 vs. MBLDX (-25.62). BALFX return over 5 years is better than : 43.04 vs. MBLDX (-18.62).
| BALFX | MBLDX | BALFX / MBLDX | |
| Total Expense Ratio | 0.61 | 0.92 | 66% |
| Annual Report Gross Expense Ratio | 0.61 | 0.92 | 66% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 13.090 | -22.248 | -59% |
| 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 | 1.43 | 124% |
| Returns for 1 year | 10.27 | -25.62 | -40% |
| Returns for 3 years | 42.16 | -4.28 | -985% |
| Returns for 5 years | 43.04 | -18.62 | -231% |
| Returns for 10 years | 77.57 | -5.39 | -1,440% |
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