BDHCX vs TIBIX

Both BDHCX and TIBIX are mutual funds. BDHCX has a lower 5-year return than TIBIX (7.12% vs 9.02%). BDHCX has a higher expense ratio than TIBIX (1.65% vs 0.91%). Below is the comparison between BDHCX and TIBIX.

BDHCX TIBIX
Security Type Mutual fund Mutual fund
Segment International Balanced: World Allocation International Balanced: World Allocation
Family BlackRock Thornburg
Net Assets $46.10M $5.86B
Expense Ratio 1.65% 0.91%
Management Style active active
Dividend Yield 4.03% 5.08%
Minimum Investment $1,000.00 $100,000.00
YTD Return 8.26% 15.95%
1-Year Return 0.72% 4.21%
3-Year Return 7.85% 9.46%
5-Year Return 7.12% 9.02%
10-Year Return N/A 8.05%

BDHCX description

The Fund seeks high current income with consideration for capital appreciation. It may invest up to 100% of its assets in equity securities and up to 100% of its assets in fixed income securities. It may also invest in BlackRock equity and/or fixed income mutual funds and affiliated and unaffiliated exchange traded funds.

BDHCX performance & returns

YTD Return 8.26%
1-Month Return 0.70%
3-Month Return 0.72%
1-Year Return 0.72%
3-Year Return 7.85%
5-Year Return 7.12%
10-Year Return N/A
BDHCX expense ratio is 1.65%.

BDHCX holdings

Top 10 Holdings (14.74% of Total Assets)

Name Symbol % Assets
BlackRock Liquidity T-Fund Instl TSTXX 6.14%
BlackRock Allocation Target Shrs Ser A BATAX 2.56%
iShares iBoxx $ High Yield Corp Bd ETF HYG 1.11%
Russell 2000 - Eln N/A 0.99%
BlackRock Floating Rate Income K BFRKX 0.78%
Microsoft Corp MSFT 0.74%
Alphabet Inc A GOOGL 0.71%
Johnson & Johnson JNJ 0.61%
UnitedHealth Group Inc UNH 0.55%
JPMorgan Chase & Co JPM 0.55%

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TIBIX description

The Fund seeks primarily to provide a level of current income which exceeds the average yield on US stocks, and secondarily, seeks long-term capital appreciation. The Fund invests, under normal conditions, at least 80% of its assets in income-producing securities, and at least 50% of its assets in common stocks.

TIBIX performance & returns

YTD Return 15.95%
1-Month Return 3.80%
3-Month Return 4.21%
1-Year Return 4.21%
3-Year Return 9.46%
5-Year Return 9.02%
10-Year Return 8.05%
TIBIX expense ratio is 0.91%.

TIBIX holdings

Top 10 Holdings (34.79% of Total Assets)

Name Symbol % Assets
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 5.04%
Orange SA ORA.PA 4.18%
China Mobile Ltd 00941 4.14%
Deutsche Telekom AG DTE.DE 3.38%
The Home Depot Inc HD 3.33%
Broadcom Inc AVGO 3.22%
Samsung Electronics Co Ltd 005930.KS 3.05%
Vodafone Group PLC VOD.L 2.96%
CME Group Inc Class A CME 2.86%
AbbVie Inc ABBV 2.63%

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