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BALFX vs BDHIX
BALFX vs BDHIX Comparison
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BALFX vs BDHIX Comparison Chart in %
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BALFX vs. BDHIX commentary
Aug 03, 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 BDHIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. BDHIX (1.63B). BDHIX pays higher dividends than BALFX: BDHIX (7.78) vs BALFX (1.78). BALFX was incepted earlier than BDHIX: BALFX (25 years) vs BDHIX (12 years). BDHIX (0.87) is less costly to investors than BALFX (0.61). BDHIX is a more actively managed with annual turnover of: 148.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than BDHIX: BALFX (250) vs BDHIX (2000000). BDHIX (11.42) and BALFX (11.29) have marching annual gain over last year. BALFX return over 5 years is better than : 32.23 vs. BDHIX (24.25).
| BALFX | BDHIX | BALFX / BDHIX | |
| Total Expense Ratio | 0.61 | 0.68 | 90% |
| Annual Report Gross Expense Ratio | 0.61 | 0.87 | 70% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.372 | 5.829 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.63B | 17,625% |
| Annual Yield % from dividends | 1.78 | 7.78 | 23% |
| Returns for 1 year | 11.29 | 11.42 | 99% |
| Returns for 3 years | 38.49 | 37.22 | 103% |
| Returns for 5 years | 32.23 | 24.25 | 133% |
| Returns for 10 years | 82.24 | 85.57 | 96% |
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