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BALFX vs MMBRX
BALFX vs MMBRX Comparison
Open Charts BALFX vs MMBRX
American Funds American Balanced F1
Price$37.01
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
MassMutual Balanced R3
Price$11.83
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets87.07M
BALFX vs MMBRX Comparison Chart in %
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BALFX vs. MMBRX commentary
Aug 08, 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: 253B vs. MMBRX (87.1M). BALFX pays higher dividends than MMBRX: BALFX (1.79) 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 : 11.36 vs. MMBRX (5.78). BALFX return over 5 years is better than : 36.44 vs. MMBRX (5.12).
| 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 | 8.544 | 4.965 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 87.1M | 290,471% |
| Annual Yield % from dividends | 1.79 | 1.03 | 175% |
| Returns for 1 year | 11.36 | 5.78 | 197% |
| Returns for 3 years | 30.84 | 21.73 | 142% |
| Returns for 5 years | 36.44 | 5.12 | 711% |
| Returns for 10 years | 63.47 | 13.01 | 488% |
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