Interact to see
Advertisement
Advertisement
BALFX vs BDHAX
BALFX vs BDHAX Comparison
Open Charts BALFX vs BDHAX
American Funds American Balanced F1
Price$35.59
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
BlackRock Dynamic High Income Inv A
Price$8.64
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets1.21B
BALFX vs BDHAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. BDHAX commentary
Jun 21, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 245B vs. BDHAX (1.21B). BDHAX pays higher dividends than BALFX: BDHAX (7.17) vs BALFX (1.88). BALFX was incepted earlier than BDHAX: BALFX (24 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: 109.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than BDHAX: BALFX (250) vs BDHAX (1000). BDHAX annual gain was more profitable for investors over the last year : 8.58 vs. BALFX (4.50). BALFX return over 5 years is better than : 37.29 vs. BDHAX (32.31).
| BALFX | BDHAX | BALFX / BDHAX | |
| Total Expense Ratio | 0.61 | 0.93 | 66% |
| Annual Report Gross Expense Ratio | 0.61 | 1.09 | 56% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 4.380 | 3.313 | 132% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 1.21B | 20,198% |
| Annual Yield % from dividends | 1.88 | 7.17 | 26% |
| Returns for 1 year | 4.50 | 8.58 | 52% |
| Returns for 3 years | 32.21 | 31.14 | 103% |
| Returns for 5 years | 37.29 | 32.31 | 115% |
| Returns for 10 years | 56.88 | 55.74 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement