Interact to see
Advertisement
Advertisement
BALFX vs BDHAX
BALFX vs BDHAX Comparison
Open Charts BALFX vs BDHAX
American Funds American Balanced F1
Price$39.07
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
BlackRock Dynamic High Income Inv A
Price$8.98
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.34B
BALFX vs BDHAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. BDHAX commentary
Oct 09, 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: 266B vs. BDHAX (1.34B). BDHAX pays higher dividends than BALFX: BDHAX (6.88) vs BALFX (1.72). 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: 109.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than BDHAX: BALFX (250) vs BDHAX (1000). BALFX (9.92) and BDHAX (9.45) have marching annual gain over last year. BALFX return over 5 years is better than : 42.38 vs. BDHAX (32.32).
| 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 | 14.897 | 9.787 | 152% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.34B | 19,880% |
| Annual Yield % from dividends | 1.72 | 6.88 | 25% |
| Returns for 1 year | 9.92 | 9.45 | 105% |
| Returns for 3 years | 51.66 | 45.18 | 114% |
| Returns for 5 years | 42.38 | 32.32 | 131% |
| Returns for 10 years | 77.15 | 74.39 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement