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BALFX vs BDHIX
BALFX vs BDHIX Comparison
Open Charts BALFX vs BDHIX
American Funds American Balanced F1
Price$35.59
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
BlackRock Dynamic High Income Instl
Price$8.64
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets1.21B
BALFX vs BDHIX Comparison Chart in %
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BALFX vs. BDHIX commentary
Jun 21, 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 Hold and BDHIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 245B vs. BDHIX (1.21B). BDHIX pays higher dividends than BALFX: BDHIX (7.43) vs BALFX (1.88). 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 : 8.85 vs. BALFX (4.50). BALFX return over 5 years is better than : 37.29 vs. BDHIX (33.98).
| 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 | 4.380 | 3.542 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 1.21B | 20,198% |
| Annual Yield % from dividends | 1.88 | 7.43 | 25% |
| Returns for 1 year | 4.50 | 8.85 | 51% |
| Returns for 3 years | 32.21 | 32.31 | 100% |
| Returns for 5 years | 37.29 | 33.98 | 110% |
| Returns for 10 years | 56.88 | 59.88 | 95% |
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