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BALFX vs BDHIX
BALFX vs BDHIX Comparison
Open Charts BALFX vs BDHIX
American Funds American Balanced F1
Price$34.41
Change+$0.30 (+0.88%)
VolumeN/A
Net Assets234.89B
BlackRock Dynamic High Income Instl
Price$8.48
Change+$0.06 (+0.71%)
VolumeN/A
Net Assets1.17B
BALFX vs BDHIX Comparison Chart
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BALFX vs. BDHIX commentary
May 05, 2025
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 BDHIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. BDHIX (1.17B). BDHIX pays higher dividends than BALFX: BDHIX (7.48) vs BALFX (1.95). BALFX was incepted earlier than BDHIX: BALFX (24 years) vs BDHIX (11 years). BDHIX (0.88) is less costly to investors than BALFX (0.61). BDHIX is a more actively managed with annual turnover of: 109.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than BDHIX: BALFX (250) vs BDHIX (2000000). BDHIX annual gain was more profitable for investors over the last year : 8.76 vs. BALFX (6.90). BALFX (38.91) and BDHIX (38.49) have equivalent 5 years return.
| BALFX | BDHIX | BALFX / BDHIX | |
| Total Expense Ratio | 0.61 | 0.68 | 90% |
| Annual Report Gross Expense Ratio | 0.61 | 0.88 | 69% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 0.623 | 0.807 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.17B | 20,137% |
| Annual Yield % from dividends | 1.95 | 7.48 | 26% |
| Returns for 1 year | 6.90 | 8.76 | 79% |
| Returns for 3 years | 18.88 | 18.25 | 103% |
| Returns for 5 years | 38.91 | 38.49 | 101% |
| Returns for 10 years | 51.42 | 55.84 | 92% |
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