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BALFX vs BDHIX
BALFX vs BDHIX Comparison
Open Charts BALFX vs BDHIX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
BlackRock Dynamic High Income Instl
Price$8.98
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.4B
BALFX vs BDHIX Comparison Chart in %
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BALFX vs. BDHIX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. BDHIX (1.4B). 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 (0.88) 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). BALFX annual gain was more profitable for investors over the last year : 9.75 vs. BDHIX (7.75). BALFX return over 5 years is better than : 38.75 vs. BDHIX (27.79).
| 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 | 17.103 | 10.786 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.4B | 19,242% |
| Annual Yield % from dividends | 1.67 | 7.21 | 23% |
| Returns for 1 year | 9.75 | 7.75 | 126% |
| Returns for 3 years | 40.79 | 36.17 | 113% |
| Returns for 5 years | 38.75 | 27.79 | 139% |
| Returns for 10 years | 75.10 | 79.61 | 94% |
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