BlackRock Dynamic High Income Portfolio (BDHIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BDHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BDHIX
BDHIX charges 0.65% annually. There are 270 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | BDHIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BDHIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BDHIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | BDHIX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BDHIX vs BWBIX |
Best Risk-Adjusted Alternatives to BDHIX
BDHIX has a PortfoliosLab risk / return rank of 49. There are 379 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | BDHIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | BDHIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BDHIX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | BDHIX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | BDHIX vs AYBLX |
Top Performing BDHIX Alternatives (YTD)
BDHIX is at 5.11% YTD. There are 369 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.90% | — | Jan 1998 | BDHIX vs EKBAX | |
| Greenspring Fund | 19.62% | — | Jun 1983 | BDHIX vs GRSPX | |
| ICON Equity Income Fund | 18.26% | — | May 2004 | BDHIX vs IOEZX | |
| MH Elite Small Cap Fund of Funds Fund | 18.12% | — | Aug 1998 | BDHIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.39% | — | Dec 2002 | BDHIX vs TIBIX |
Lowest Volatility Alternatives to BDHIX
BDHIX has 7.39% 1-year volatility. There are 188 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | BDHIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | BDHIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | BDHIX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | BDHIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BDHIX vs CSTAX |
Lowest Drawdown Alternatives to BDHIX
BDHIX has a 1-year max drawdown of -6.15%. There are 247 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | BDHIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BDHIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BDHIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BDHIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BDHIX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 41 | 15.39% | — | Sep 2021 | BDHIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.86% | — | Jul 1993 | BDHIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | BDHIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 65 | 11.83% | — | May 2011 | BDHIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 75 | 11.27% | — | Dec 1991 | BDHIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 58 | 10.47% | — | Jul 2010 | BDHIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 47 | 6.76% | — | Aug 2005 | BDHIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 47 | 32.23% | — | Apr 2000 | BDHIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 78 | 7.07% | — | Oct 2007 | BDHIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 74 | 13.41% | — | Sep 1999 | BDHIX vs FAMRX |
Often Compared With BDHIX
Investors most often compare BDHIX with EFIPX, CNDX.L, BX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BDHIX with Any Fund or Stock
Compare BDHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BDHIX with funds that move differently
BlackRock Dynamic High Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BDHIX.
Explore BDHIX Diversifiers