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BALFX vs MMBRX
BALFX vs MMBRX Comparison
Open Charts BALFX vs MMBRX
American Funds American Balanced F1
Price$34.41
Change+$0.30 (+0.88%)
VolumeN/A
Net Assets234.89B
MassMutual Balanced R3
Price$11.14
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets89.32M
BALFX vs MMBRX Comparison Chart
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BALFX vs. MMBRX commentary
May 05, 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: 235B vs. MMBRX (89.3M). BALFX pays higher dividends than MMBRX: BALFX (1.95) vs MMBRX (1.09). 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 : 6.90 vs. MMBRX (3.74). BALFX return over 5 years is better than : 38.91 vs. MMBRX (12.04).
| 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 | 0.623 | -1.241 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 89.3M | 263,158% |
| Annual Yield % from dividends | 1.95 | 1.09 | 180% |
| Returns for 1 year | 6.90 | 3.74 | 184% |
| Returns for 3 years | 18.88 | 14.08 | 134% |
| Returns for 5 years | 38.91 | 12.04 | 323% |
| Returns for 10 years | 51.42 | 6.24 | 825% |
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