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BALFX vs BDHCX
BALFX vs BDHCX Comparison
Open Charts BALFX vs BDHCX
BALFX vs BDHCX Comparison Chart in %
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BALFX vs. BDHCX 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 Buy and BDHCX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. BDHCX (1.6B). BDHCX pays higher dividends than BALFX: BDHCX (6.63) 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 : 14.82 vs. BDHCX (10.60). BALFX return over 5 years is better than : 33.97 vs. BDHCX (16.94).
| 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 | 8.238 | 3.173 | 260% |
| Front Load | N/A | N/A | - |
| 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 | 6.63 | 26% |
| Returns for 1 year | 14.82 | 10.60 | 140% |
| Returns for 3 years | 42.73 | 35.14 | 122% |
| Returns for 5 years | 33.97 | 16.94 | 201% |
| Returns for 10 years | 87.44 | 72.36 | 121% |
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