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BALFX vs BDHAX
BALFX vs BDHAX Comparison
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BALFX vs BDHAX Comparison Chart in %
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BALFX vs. BDHAX commentary
Aug 03, 2026
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: 288B vs. BDHAX (1.63B). BDHAX pays higher dividends than BALFX: BDHAX (7.52) vs BALFX (1.78). BALFX was incepted earlier than BDHAX: BALFX (25 years) vs BDHAX (12 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 (50.00). BALFX has a lower initial minimum investment than BDHAX: BALFX (250) vs BDHAX (1000). BALFX (11.29) and BDHAX (11.26) have marching annual gain over last year. BALFX return over 5 years is better than : 32.23 vs. BDHAX (22.72).
| 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 | 12 years | - |
| Gain YTD | 8.372 | 5.673 | 148% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.63B | 17,625% |
| Annual Yield % from dividends | 1.78 | 7.52 | 24% |
| Returns for 1 year | 11.29 | 11.26 | 100% |
| Returns for 3 years | 38.49 | 36.33 | 106% |
| Returns for 5 years | 32.23 | 22.72 | 142% |
| Returns for 10 years | 82.24 | 80.95 | 102% |
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