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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-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MassMutual Balanced R3
Price$12.10
Change-$0.10 (-0.82%)
VolumeN/A
CapitalizationN/A
BALFX vs MMBRX Comparison Chart
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BALFX vs. MMBRX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MMBRX (103M). 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 : 20.84 vs. MMBRX (19.80). BALFX return over 5 years is better than : 34.76 vs. MMBRX (7.25).
| 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 | 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 | 103M | 229,126% |
| Annual Yield % from dividends | 2.21 | 1.09 | 203% |
| Returns for 1 year | 20.84 | 19.80 | 105% |
| Returns for 3 years | 10.40 | -13.54 | -77% |
| Returns for 5 years | 34.76 | 7.25 | 479% |
| Returns for 10 years | 50.51 | 5.91 | 854% |