Interact to see
Advertisement
Advertisement
BALFX vs MMBRX
BALFX vs MMBRX Comparison
Open Charts BALFX vs MMBRX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
MassMutual Balanced R3
Price$11.47
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets90.71M
BALFX vs MMBRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MMBRX commentary
Jun 07, 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: 243B vs. MMBRX (90.7M). BALFX pays higher dividends than MMBRX: BALFX (1.88) vs MMBRX (1.06). 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: 155.00 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 : 7.08 vs. MMBRX (1.94). BALFX return over 5 years is better than : 34.60 vs. MMBRX (5.76).
| 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 | 4.688 | 1.418 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 90.7M | 267,916% |
| Annual Yield % from dividends | 1.88 | 1.06 | 178% |
| Returns for 1 year | 7.08 | 1.94 | 366% |
| Returns for 3 years | 22.12 | 17.27 | 128% |
| Returns for 5 years | 34.60 | 5.76 | 600% |
| Returns for 10 years | 59.06 | 9.83 | 601% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGABX | 69.84 | 0.67 | +0.97% |
| American Funds Growth Fund of Amer R2 | |||
| GSRRX | 11.06 | N/A | N/A |
| Goldman Sachs Rising Dividend Gr R | |||
| LAMAX | 23.20 | N/A | N/A |
| Lord Abbett Dividend Growth A | |||
| JOEIX | 13.10 | N/A | N/A |
| JOHCM Emerging Markets Opps Advisor | |||
| JEVCX | 9.53 | N/A | N/A |
| JHancock Disciplined Value Em Mkts Eq C | |||