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BALFX vs MMBDX
BALFX vs MMBDX Comparison
Open Charts BALFX vs MMBDX
American Funds American Balanced F1
Price$38.56
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
MassMutual Balanced A
Price$8.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.64M
BALFX vs MMBDX Comparison Chart in %
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BALFX vs. MMBDX 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 MMBDX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 262B vs. MMBDX (42.6M). BALFX pays higher dividends than MMBDX: BALFX (1.77) vs MMBDX (1.08). BALFX was incepted earlier than MMBDX: BALFX (25 years) vs MMBDX (28 years). MMBDX (1.32) is less costly to investors than BALFX (0.61). MMBDX is a more actively managed with annual turnover of: 130.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MMBDX: BALFX (250) vs MMBDX (1000). BALFX annual gain was more profitable for investors over the last year : 10.27 vs. MMBDX (-27.03). BALFX return over 5 years is better than : 43.04 vs. MMBDX (-22.12).
| BALFX | MMBDX | BALFX / MMBDX | |
| Total Expense Ratio | 0.61 | 1.32 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 13.090 | -23.462 | -56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 42.6M | 615,023% |
| Annual Yield % from dividends | 1.77 | 1.08 | 164% |
| Returns for 1 year | 10.27 | -27.03 | -38% |
| Returns for 3 years | 42.16 | -6.90 | -611% |
| Returns for 5 years | 43.04 | -22.12 | -195% |
| Returns for 10 years | 77.57 | -11.97 | -648% |
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