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BALFX vs BDHIX
BALFX vs BDHIX Comparison
Open Charts BALFX vs BDHIX
American Funds American Balanced F1
Price$37.40
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets256.44B
BlackRock Dynamic High Income Instl
Price$8.90
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets1.3B
BALFX vs BDHIX Comparison Chart in %
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BALFX vs. BDHIX commentary
Aug 26, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. BDHIX (1.3B). BDHIX pays higher dividends than BALFX: BDHIX (7.35) vs BALFX (1.79). 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 : 9.84 vs. BALFX (6.65). BALFX return over 5 years is better than : 36.57 vs. BDHIX (32.62).
| 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 | 9.688 | 8.225 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.3B | 19,707% |
| Annual Yield % from dividends | 1.79 | 7.35 | 24% |
| Returns for 1 year | 6.65 | 9.84 | 68% |
| Returns for 3 years | 33.79 | 32.27 | 105% |
| Returns for 5 years | 36.57 | 32.62 | 112% |
| Returns for 10 years | 71.51 | 75.93 | 94% |
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