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CLBFX vs MMBRX
CLBFX vs MMBRX Comparison
Open Charts CLBFX vs MMBRX
American Funds American Balanced 529F
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
MassMutual Balanced R3
Price$8.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.64M
CLBFX vs MMBRX Comparison Chart in %
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CLBFX vs. MMBRX commentary
Sep 19, 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 MMBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. MMBRX (42.6M). CLBFX pays higher dividends than MMBRX: CLBFX (1.94) vs MMBRX (1.01). CLBFX was incepted earlier than MMBRX: CLBFX (23 years) vs MMBRX (11 years). MMBRX (1.52) is less costly to investors than CLBFX (0.67). MMBRX is a more actively managed with annual turnover of: 130.00 vs. CLBFX (44.00). MMBRX has a lower initial minimum investment than CLBFX: MMBRX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.06 vs. MMBRX (-28.04). CLBFX return over 5 years is better than : 46.28 vs. MMBRX (-23.80).
| CLBFX | MMBRX | CLBFX / MMBRX | |
| Total Expense Ratio | 0.67 | 1.52 | 44% |
| Annual Report Gross Expense Ratio | 0.67 | 1.52 | 44% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 13.291 | -24.300 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 42.6M | 617,371% |
| Annual Yield % from dividends | 1.94 | 1.01 | 193% |
| Returns for 1 year | 10.06 | -28.04 | -36% |
| Returns for 3 years | 44.25 | -7.61 | -581% |
| Returns for 5 years | 46.28 | -23.80 | -194% |
| Returns for 10 years | 95.21 | -14.56 | -654% |
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