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BALFX vs MMBRX
BALFX vs MMBRX Comparison
Open Charts BALFX vs MMBRX
American Funds American Balanced F1
Price$36.84
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
MassMutual Balanced R3
Price$11.74
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets90.48M
BALFX vs MMBRX Comparison Chart in %
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BALFX vs. MMBRX commentary
Jul 19, 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 MMBRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. MMBRX (90.5M). BALFX pays higher dividends than MMBRX: BALFX (1.81) vs MMBRX (1.03). BALFX was incepted earlier than MMBRX: BALFX (24 years) vs MMBRX (11 years). MMBRX (1.52) is less costly to investors than BALFX (0.61). MMBRX is a more actively managed with annual turnover of: 130.00 vs. BALFX (44.00). MMBRX has a lower initial minimum investment than BALFX: MMBRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 7.03 vs. MMBRX (0.96). BALFX return over 5 years is better than : 38.84 vs. MMBRX (6.85).
| BALFX | MMBRX | BALFX / MMBRX | |
| Total Expense Ratio | 0.61 | 1.52 | 40% |
| Annual Report Gross Expense Ratio | 0.61 | 1.52 | 40% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 8.134 | 3.989 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 90.5M | 278,453% |
| Annual Yield % from dividends | 1.81 | 1.03 | 176% |
| Returns for 1 year | 7.03 | 0.96 | 733% |
| Returns for 3 years | 36.01 | 25.86 | 139% |
| Returns for 5 years | 38.84 | 6.85 | 567% |
| Returns for 10 years | 62.20 | 11.30 | 550% |
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