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BALFX vs BDHIX
BALFX vs BDHIX Comparison
Open Charts BALFX vs BDHIX
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
BlackRock Dynamic High Income Instl
Price$9.00
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.41B
BALFX vs BDHIX Comparison Chart in %
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BALFX vs. BDHIX commentary
Dec 27, 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 StrongBuy and BDHIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. BDHIX (1.41B). BDHIX pays higher dividends than BALFX: BDHIX (7.21) vs BALFX (1.67). 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). BDHIX annual gain was more profitable for investors over the last year : 10.59 vs. BALFX (9.14). BALFX return over 5 years is better than : 34.52 vs. BDHIX (27.67).
| 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 | 10.604 | 11.033 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.41B | 19,078% |
| Annual Yield % from dividends | 1.67 | 7.21 | 23% |
| Returns for 1 year | 9.14 | 10.59 | 86% |
| Returns for 3 years | 37.54 | 40.10 | 94% |
| Returns for 5 years | 34.52 | 27.67 | 125% |
| Returns for 10 years | 73.52 | 82.76 | 89% |
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