BDHCX vs WASAX

Both BDHCX and WASAX are mutual funds. BDHCX has a lower 5-year return than WASAX (7.12% vs 11.46%). BDHCX has a higher expense ratio than WASAX (1.65% vs 1.07%). Below is the comparison between BDHCX and WASAX.

BDHCX WASAX
Security Type Mutual fund Mutual fund
Segment International Balanced: World Allocation International Balanced: World Allocation
Family BlackRock Ivy Funds
Net Assets $46.10M $1.63B
Expense Ratio 1.65% 1.07%
Management Style active active
Dividend Yield 4.03% 1.96%
Minimum Investment $1,000.00 $3,000.00
YTD Return 8.26% 12.23%
1-Year Return 0.72% 2.23%
3-Year Return 7.85% 13.42%
5-Year Return 7.12% 11.46%
10-Year Return N/A 7.63%

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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WASAX description

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WASAX performance & returns

YTD Return 12.23%
1-Month Return 1.80%
3-Month Return 2.23%
1-Year Return 2.23%
3-Year Return 13.42%
5-Year Return 11.46%
10-Year Return 7.63%
WASAX expense ratio is 1.07%.

WASAX holdings

Top 10 Holdings (25.00% of Total Assets)

Name Symbol % Assets
Gold N/A 6.14%
Microsoft Corp MSFT 2.99%
Amazon.com Inc AMZN.TW 2.97%
Taiwan Semiconductor Manufacturing Co Ltd 2330 2.59%
Visa Inc Class A V 1.98%
Adobe Inc ADBE.BO 1.91%
Reliance Industries Ltd RELIANCE 1.72%
Intuit Inc INTU 1.62%
Qualcomm Inc QCOM 1.60%
Apple Inc AAPL 1.48%

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