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FBAFX vs MMBRX
FBAFX vs MMBRX Comparison
Open Charts FBAFX vs MMBRX
American Funds American Balanced 529-F-2
Price$37.76
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
MassMutual Balanced R3
Price$12.02
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets62.17M
FBAFX vs MMBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 255B vs. MMBRX (62.2M). FBAFX pays higher dividends than MMBRX: FBAFX (2.04) vs MMBRX (1.03). FBAFX was incepted earlier than MMBRX: FBAFX (5 years) vs MMBRX (11 years). MMBRX (1.52) is less costly to investors than FBAFX (0.34). MMBRX is a more actively managed with annual turnover of: 130.00 vs. FBAFX (44.00). MMBRX has a lower initial minimum investment than FBAFX: MMBRX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.34 vs. MMBRX (1.81).
| FBAFX | MMBRX | FBAFX / MMBRX | |
| Total Expense Ratio | 0.34 | 1.52 | 22% |
| Annual Report Gross Expense Ratio | 0.34 | 1.52 | 22% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 10.799 | 6.383 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 62.2M | 409,968% |
| Annual Yield % from dividends | 2.04 | 1.03 | 199% |
| Returns for 1 year | 8.34 | 1.81 | 461% |
| Returns for 3 years | 37.73 | 25.88 | 146% |
| Returns for 5 years | N/A | 3.83 | - |
| Returns for 10 years | N/A | 19.86 | - |