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BALFX vs BDHCX
BALFX vs BDHCX Comparison
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BALFX vs BDHCX Comparison Chart in %
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BALFX vs. BDHCX 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 BDHCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. BDHCX (1.62B). BDHCX pays higher dividends than BALFX: BDHCX (6.73) vs BALFX (1.75). BALFX was incepted earlier than BDHCX: BALFX (25 years) vs BDHCX (12 years). BDHCX (1.86) is less costly to investors than BALFX (0.61). BDHCX is a more actively managed with annual turnover of: 148.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than BDHCX: BALFX (250) vs BDHCX (1000). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. BDHCX (10.47). BALFX return over 5 years is better than : 32.95 vs. BDHCX (17.70).
| BALFX | BDHCX | BALFX / BDHCX | |
| Total Expense Ratio | 0.61 | 1.68 | 36% |
| Annual Report Gross Expense Ratio | 0.61 | 1.86 | 33% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.533 | 4.944 | 173% |
| Front Load | N/A | N/A | - |
| 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 | 6.73 | 26% |
| Returns for 1 year | 12.01 | 10.47 | 115% |
| Returns for 3 years | 39.55 | 34.10 | 116% |
| Returns for 5 years | 32.95 | 17.70 | 186% |
| Returns for 10 years | 81.34 | 69.02 | 118% |
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