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BALFX vs MMBRX
BALFX vs MMBRX Comparison
Open Charts BALFX vs MMBRX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
MassMutual Balanced R3
Price$11.48
Change-$0.08 (-0.69%)
VolumeN/A
Net Assets94.16M
BALFX vs MMBRX Comparison Chart
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BALFX vs. MMBRX commentary
Feb 23, 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 Hold and MMBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 245B vs. MMBRX (94.2M). BALFX pays higher dividends than MMBRX: BALFX (2.21) vs MMBRX (1.09). BALFX was incepted earlier than MMBRX: BALFX (24 years) vs MMBRX (11 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MMBRX (155.00). 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 : 9.19 vs. MMBRX (6.09). BALFX return over 5 years is better than : 29.96 vs. MMBRX (3.42).
| BALFX | MMBRX | BALFX / MMBRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.886 | 2.482 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 94.2M | 260,085% |
| Annual Yield % from dividends | 2.21 | 1.09 | 203% |
| Returns for 1 year | 9.19 | 6.09 | 151% |
| Returns for 3 years | 17.52 | 14.74 | 119% |
| Returns for 5 years | 29.96 | 3.42 | 876% |
| Returns for 10 years | 52.44 | 9.14 | 574% |
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