Interact to see
Advertisement
Advertisement
BALFX vs BDHIX
BALFX vs BDHIX Comparison
Open Charts BALFX vs BDHIX
American Funds American Balanced F1
Price$38.93
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
BlackRock Dynamic High Income Instl
Price$9.00
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.34B
BALFX vs BDHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. BDHIX commentary
Oct 06, 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: 266B vs. BDHIX (1.34B). BDHIX pays higher dividends than BALFX: BDHIX (7.12) vs BALFX (1.72). BALFX was incepted earlier than BDHIX: BALFX (25 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 (9.97) and BALFX (9.82) have marching annual gain over last year. BALFX return over 5 years is better than : 44.87 vs. BDHIX (36.52).
| BALFX | BDHIX | BALFX / BDHIX | |
| Total Expense Ratio | 0.61 | 0.68 | 90% |
| Annual Report Gross Expense Ratio | 0.61 | 0.88 | 69% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 14.486 | 10.368 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.34B | 19,821% |
| Annual Yield % from dividends | 1.72 | 7.12 | 24% |
| Returns for 1 year | 9.82 | 9.97 | 98% |
| Returns for 3 years | 47.11 | 43.03 | 109% |
| Returns for 5 years | 44.87 | 36.52 | 123% |
| Returns for 10 years | 78.42 | 81.17 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement