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BALFX vs MMBRX
BALFX vs MMBRX Comparison
Open Charts BALFX vs MMBRX
American Funds American Balanced F1
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
MassMutual Balanced R3
Price$12.08
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
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BALFX vs MMBRX Comparison Chart
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BALFX vs. MMBRX commentary
Sep 21, 2024
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 StrongBuy and MMBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MMBRX (108M). BALFX pays higher dividends than MMBRX: BALFX (2.21) vs MMBRX (1.09). BALFX was incepted earlier than MMBRX: BALFX (24 years) vs MMBRX (10 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 (24.37) and MMBRX (23.54) have marching annual gain over last year. BALFX return over 5 years is better than : 38.99 vs. MMBRX (10.39).
| BALFX | MMBRX | BALFX / MMBRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.997 | 14.043 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 108M | 218,519% |
| Annual Yield % from dividends | 2.21 | 1.09 | 203% |
| Returns for 1 year | 24.37 | 23.54 | 104% |
| Returns for 3 years | 14.75 | -9.85 | -150% |
| Returns for 5 years | 38.99 | 10.39 | 375% |
| Returns for 10 years | 53.86 | 8.15 | 661% |
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