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BALFX vs BDHIX
BALFX vs BDHIX Comparison
Open Charts BALFX vs BDHIX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
BlackRock Dynamic High Income Instl
Price$9.06
Change+$0.12 (+1.34%)
VolumeN/A
Net Assets1.45B
BALFX vs BDHIX Comparison Chart in %
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BALFX vs. BDHIX commentary
Feb 04, 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 Hold and BDHIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. BDHIX (1.45B). BDHIX pays higher dividends than BALFX: BDHIX (7.26) vs BALFX (1.86). BALFX was incepted earlier than BDHIX: BALFX (25 years) vs BDHIX (11 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 (44.00). BALFX has a lower initial minimum investment than BDHIX: BALFX (250) vs BDHIX (2000000). BALFX (11.33) and BDHIX (10.89) have marching annual gain over last year. BALFX return over 5 years is better than : 35.49 vs. BDHIX (25.91).
| 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 | 11 years | - |
| Gain YTD | 2.457 | 1.720 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.45B | 18,582% |
| Annual Yield % from dividends | 1.86 | 7.26 | 26% |
| Returns for 1 year | 11.33 | 10.89 | 104% |
| Returns for 3 years | 36.69 | 34.34 | 107% |
| Returns for 5 years | 35.49 | 25.91 | 137% |
| Returns for 10 years | 87.98 | 97.45 | 90% |
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