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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
Jun 24, 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 Hold and BDHAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. BDHAX (1.6B). BDHAX pays higher dividends than BALFX: BDHAX (7.34) 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 : 14.82 vs. BDHAX (12.68). BALFX return over 5 years is better than : 33.97 vs. BDHAX (22.56).
| 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 | 8.238 | 4.067 | 203% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.6B | 18,056% |
| Annual Yield % from dividends | 1.75 | 7.34 | 24% |
| Returns for 1 year | 14.82 | 12.68 | 117% |
| Returns for 3 years | 42.73 | 39.08 | 109% |
| Returns for 5 years | 33.97 | 22.56 | 151% |
| Returns for 10 years | 87.44 | 86.95 | 101% |
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