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BALFX vs MMBRX
BALFX vs MMBRX Comparison
Open Charts BALFX vs MMBRX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MassMutual Balanced R3
Price$10.96
Change-$0.25 (-2.23%)
VolumeN/A
Net Assets91.2M
BALFX vs MMBRX Comparison Chart
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BALFX vs. MMBRX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. MMBRX (91.2M). BALFX pays higher dividends than MMBRX: BALFX (1.95) vs MMBRX (1.08). BALFX was incepted earlier than MMBRX: BALFX (24 years) vs MMBRX (11 years). MMBRX (1.52) is less costly to investors than BALFX (0.62). 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). MMBRX annual gain was more profitable for investors over the last year : 1.59 vs. BALFX (1.33). BALFX return over 5 years is better than : 45.99 vs. MMBRX (22.83).
| BALFX | MMBRX | BALFX / MMBRX | |
| Total Expense Ratio | 0.62 | 1.52 | 41% |
| Annual Report Gross Expense Ratio | 0.62 | 1.52 | 41% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -2.155 | -0.621 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 91.2M | 257,675% |
| Annual Yield % from dividends | 1.95 | 1.08 | 180% |
| Returns for 1 year | 1.33 | 1.59 | 84% |
| Returns for 3 years | 9.14 | 7.95 | 115% |
| Returns for 5 years | 45.99 | 22.83 | 201% |
| Returns for 10 years | 47.77 | 6.72 | 710% |
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