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MMBDX vs RLBFX
MMBDX vs RLBFX Comparison
Open Charts MMBDX vs RLBFX
MassMutual Balanced A
Price$11.23
Change-$0.27 (-2.35%)
VolumeN/A
Net Assets91.2M
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MMBDX vs RLBFX Comparison Chart
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MMBDX vs. RLBFX commentary
Apr 04, 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 MMBDX is a StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. MMBDX (91.2M). RLBFX pays higher dividends than MMBDX: RLBFX (2.26) vs MMBDX (1.16). MMBDX was incepted earlier than RLBFX: MMBDX (27 years) vs RLBFX (23 years). MMBDX (1.32) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. MMBDX (155.00). RLBFX has a lower initial minimum investment than MMBDX: RLBFX (250) vs MMBDX (1000). MMBDX annual gain was more profitable for investors over the last year : 1.91 vs. RLBFX (1.68). RLBFX return over 5 years is better than : 48.03 vs. MMBDX (24.69).
| MMBDX | RLBFX | MMBDX / RLBFX | |
| Total Expense Ratio | 1.32 | 0.30 | 440% |
| Annual Report Gross Expense Ratio | 1.32 | 0.30 | 440% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | -0.519 | -2.099 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.2M | 235B | 0% |
| Annual Yield % from dividends | 1.16 | 2.26 | 51% |
| Returns for 1 year | 1.91 | 1.68 | 114% |
| Returns for 3 years | 8.65 | 9.95 | 87% |
| Returns for 5 years | 24.69 | 48.03 | 51% |
| Returns for 10 years | 9.45 | 50.46 | 19% |
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