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BALFX vs BDHAX
BALFX vs BDHAX Comparison
Open Charts BALFX vs BDHAX
American Funds American Balanced F1
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
BlackRock Dynamic High Income Inv A
Price$8.80
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets1.25B
BALFX vs BDHAX Comparison Chart in %
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BALFX vs. BDHAX commentary
Jul 18, 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: 252B vs. BDHAX (1.25B). BDHAX pays higher dividends than BALFX: BDHAX (7.06) vs BALFX (1.81). 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 : 8.45 vs. BALFX (7.03). BALFX return over 5 years is better than : 38.84 vs. BDHAX (32.00).
| 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 | 8.134 | 5.396 | 151% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.25B | 20,096% |
| Annual Yield % from dividends | 1.81 | 7.06 | 26% |
| Returns for 1 year | 7.03 | 8.45 | 83% |
| Returns for 3 years | 36.01 | 33.25 | 108% |
| Returns for 5 years | 38.84 | 32.00 | 121% |
| Returns for 10 years | 62.20 | 59.72 | 104% |
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