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MBLDX vs RLBFX
MBLDX vs RLBFX Comparison
Open Charts MBLDX vs RLBFX
MassMutual Balanced R5
Price$12.21
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets94.16M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MBLDX vs RLBFX Comparison Chart
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MBLDX vs. RLBFX commentary
Feb 23, 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 MBLDX is a StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. MBLDX (94.2M). RLBFX pays higher dividends than MBLDX: RLBFX (2.50) vs MBLDX (1.59). MBLDX was incepted earlier than RLBFX: MBLDX (30 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. MBLDX (155.00). MBLDX has a lower initial minimum investment than RLBFX: MBLDX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 9.54 vs. MBLDX (6.27). RLBFX return over 5 years is better than : 31.70 vs. MBLDX (7.54).
| MBLDX | RLBFX | MBLDX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 1.835 | 2.908 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 242B | 0% |
| Annual Yield % from dividends | 1.59 | 2.50 | 64% |
| Returns for 1 year | 6.27 | 9.54 | 66% |
| Returns for 3 years | 16.27 | 18.32 | 89% |
| Returns for 5 years | 7.54 | 31.70 | 24% |
| Returns for 10 years | 17.88 | 55.11 | 32% |