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FBAFX vs MBBRX
FBAFX vs MBBRX Comparison
Open Charts FBAFX vs MBBRX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MassMutual Balanced R4
Price$11.89
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets91.25M
FBAFX vs MBBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. MBBRX (91.2M). FBAFX pays higher dividends than MBBRX: FBAFX (2.06) vs MBBRX (1.19). FBAFX was incepted earlier than MBBRX: FBAFX (5 years) vs MBBRX (11 years). MBBRX (1.27) is less costly to investors than FBAFX (0.34). MBBRX is a more actively managed with annual turnover of: 130.00 vs. FBAFX (44.00). MBBRX has a lower initial minimum investment than FBAFX: MBBRX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. MBBRX (3.21).
| FBAFX | MBBRX | FBAFX / MBBRX | |
| Total Expense Ratio | 0.34 | 1.27 | 27% |
| Annual Report Gross Expense Ratio | 0.34 | 1.27 | 27% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.217 | 4.665 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 91.2M | 276,316% |
| Annual Yield % from dividends | 2.06 | 1.19 | 173% |
| Returns for 1 year | 8.12 | 3.21 | 253% |
| Returns for 3 years | 37.19 | 27.30 | 136% |
| Returns for 5 years | N/A | 11.23 | - |
| Returns for 10 years | N/A | 16.61 | - |