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BALFX vs BDHAX
BALFX vs BDHAX Comparison
Open Charts BALFX vs BDHAX
American Funds American Balanced F1
Price$37.14
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets253.84B
BlackRock Dynamic High Income Inv A
Price$8.83
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.28B
BALFX vs BDHAX Comparison Chart in %
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BALFX vs. BDHAX commentary
Aug 10, 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 Buy and BDHAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. BDHAX (1.28B). BDHAX pays higher dividends than BALFX: BDHAX (7.10) vs BALFX (1.79). 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 : 11.51 vs. BALFX (10.13). BALFX return over 5 years is better than : 36.92 vs. BDHAX (30.63).
| 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 | 8.925 | 6.732 | 133% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.28B | 19,875% |
| Annual Yield % from dividends | 1.79 | 7.10 | 25% |
| Returns for 1 year | 10.13 | 11.51 | 88% |
| Returns for 3 years | 31.69 | 27.80 | 114% |
| Returns for 5 years | 36.92 | 30.63 | 121% |
| Returns for 10 years | 64.83 | 63.59 | 102% |
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