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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. BDHAX (1.62B). BDHAX pays higher dividends than BALFX: BDHAX (7.46) vs BALFX (1.75). 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 annual gain was more profitable for investors over the last year : 12.01 vs. BDHAX (11.41). BALFX return over 5 years is better than : 32.95 vs. BDHAX (22.31).
| BALFX | BDHAX | BALFX / BDHAX | |
| Total Expense Ratio | 0.61 | 0.93 | 66% |
| Annual Report Gross Expense Ratio | 0.61 | 1.09 | 56% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.533 | 5.329 | 160% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.62B | 17,767% |
| Annual Yield % from dividends | 1.75 | 7.46 | 24% |
| Returns for 1 year | 12.01 | 11.41 | 105% |
| Returns for 3 years | 39.55 | 37.25 | 106% |
| Returns for 5 years | 32.95 | 22.31 | 148% |
| Returns for 10 years | 81.34 | 82.32 | 99% |
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