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CLBFX vs MBBRX
CLBFX vs MBBRX Comparison
Open Charts CLBFX vs MBBRX
American Funds American Balanced 529F
Price$38.48
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
MassMutual Balanced R4
Price$8.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.64M
CLBFX vs MBBRX Comparison Chart in %
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CLBFX vs. MBBRX commentary
Sep 13, 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 CLBFX is a Buy and MBBRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. MBBRX (42.6M). CLBFX pays higher dividends than MBBRX: CLBFX (1.94) vs MBBRX (1.17). CLBFX was incepted earlier than MBBRX: CLBFX (23 years) vs MBBRX (11 years). MBBRX (1.27) is less costly to investors than CLBFX (0.67). MBBRX is a more actively managed with annual turnover of: 130.00 vs. CLBFX (44.00). MBBRX has a lower initial minimum investment than CLBFX: MBBRX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.50 vs. MBBRX (-27.56). CLBFX return over 5 years is better than : 46.27 vs. MBBRX (-22.72).
| CLBFX | MBBRX | CLBFX / MBBRX | |
| Total Expense Ratio | 0.67 | 1.27 | 53% |
| Annual Report Gross Expense Ratio | 0.67 | 1.27 | 53% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 13.261 | -23.958 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 42.6M | 615,023% |
| Annual Yield % from dividends | 1.94 | 1.17 | 166% |
| Returns for 1 year | 10.50 | -27.56 | -38% |
| Returns for 3 years | 43.66 | -7.42 | -589% |
| Returns for 5 years | 46.27 | -22.72 | -204% |
| Returns for 10 years | 95.06 | -12.39 | -767% |
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