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FBAFX vs MBBRX
FBAFX vs MBBRX Comparison
Open Charts FBAFX vs MBBRX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MassMutual Balanced R4
Price$12.03
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets68.13M
FBAFX vs MBBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. MBBRX (68.1M). FBAFX pays higher dividends than MBBRX: FBAFX (2.04) 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 : 8.23 vs. MBBRX (2.57).
| 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 | 9.918 | 5.898 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 68.1M | 375,918% |
| Annual Yield % from dividends | 2.04 | 1.19 | 172% |
| Returns for 1 year | 8.23 | 2.57 | 320% |
| Returns for 3 years | 31.57 | 20.38 | 155% |
| Returns for 5 years | N/A | 7.08 | - |
| Returns for 10 years | N/A | 17.68 | - |