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BALFX vs MMBRX
BALFX vs MMBRX Comparison
Open Charts BALFX vs MMBRX
American Funds American Balanced F1
Price$38.60
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
MassMutual Balanced R3
Price$8.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.64M
BALFX vs MMBRX Comparison Chart in %
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BALFX vs. MMBRX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. MMBRX (42.6M). BALFX pays higher dividends than MMBRX: BALFX (1.77) vs MMBRX (1.01). BALFX was incepted earlier than MMBRX: BALFX (25 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 : 9.94 vs. MMBRX (-28.04). BALFX return over 5 years is better than : 43.15 vs. MMBRX (-23.80).
| BALFX | MMBRX | BALFX / MMBRX | |
| Total Expense Ratio | 0.61 | 1.52 | 40% |
| Annual Report Gross Expense Ratio | 0.61 | 1.52 | 40% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 13.207 | -24.300 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 42.6M | 617,371% |
| Annual Yield % from dividends | 1.77 | 1.01 | 175% |
| Returns for 1 year | 9.94 | -28.04 | -35% |
| Returns for 3 years | 42.86 | -7.61 | -563% |
| Returns for 5 years | 43.15 | -23.80 | -181% |
| Returns for 10 years | 78.65 | -14.56 | -540% |
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