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BALFX vs BDHAX
BALFX vs BDHAX Comparison
Open Charts BALFX vs BDHAX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
BlackRock Dynamic High Income Inv A
Price$8.83
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets1.37B
BALFX vs BDHAX Comparison Chart in %
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BALFX vs. BDHAX commentary
Nov 20, 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 BALFX is a Hold and BDHAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. BDHAX (1.37B). BDHAX pays higher dividends than BALFX: BDHAX (6.88) vs BALFX (1.70). BALFX was incepted earlier than BDHAX: BALFX (25 years) vs BDHAX (11 years). BDHAX (1.09) is less costly to investors than BALFX (0.61). BDHAX is a more actively managed with annual turnover of: 148.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than BDHAX: BALFX (250) vs BDHAX (1000). BALFX annual gain was more profitable for investors over the last year : 8.95 vs. BDHAX (7.72). BALFX return over 5 years is better than : 38.60 vs. BDHAX (26.99).
| BALFX | BDHAX | BALFX / BDHAX | |
| Total Expense Ratio | 0.61 | 0.93 | 66% |
| Annual Report Gross Expense Ratio | 0.61 | 1.09 | 56% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 14.015 | 8.581 | 163% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.37B | 19,267% |
| Annual Yield % from dividends | 1.70 | 6.88 | 25% |
| Returns for 1 year | 8.95 | 7.72 | 116% |
| Returns for 3 years | 40.90 | 36.57 | 112% |
| Returns for 5 years | 38.60 | 26.99 | 143% |
| Returns for 10 years | 70.89 | 71.37 | 99% |
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