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BALCX vs BDHAX
BALCX vs BDHAX Comparison
Open Charts BALCX vs BDHAX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
BlackRock Dynamic High Income Inv A
Price$8.83
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.28B
BALCX vs BDHAX Comparison Chart in %
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BALCX vs. BDHAX commentary
Aug 10, 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 BALCX is a Buy and BDHAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. BDHAX (1.28B). BDHAX pays higher dividends than BALCX: BDHAX (7.10) vs BALCX (1.18). BALCX was incepted earlier than BDHAX: BALCX (24 years) vs BDHAX (11 years). BALCX (1.31) is less costly to investors than BDHAX (1.09). BDHAX is a more actively managed with annual turnover of: 109.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BDHAX: BALCX (250) vs BDHAX (1000). BDHAX annual gain was more profitable for investors over the last year : 11.51 vs. BALCX (9.31). BALCX return over 5 years is better than : 32.91 vs. BDHAX (30.63).
| BALCX | BDHAX | BALCX / BDHAX | |
| Total Expense Ratio | 1.31 | 0.93 | 141% |
| Annual Report Gross Expense Ratio | 1.31 | 1.09 | 120% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 8.450 | 6.732 | 126% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.28B | 19,875% |
| Annual Yield % from dividends | 1.18 | 7.10 | 17% |
| Returns for 1 year | 9.31 | 11.51 | 81% |
| Returns for 3 years | 29.24 | 27.80 | 105% |
| Returns for 5 years | 32.91 | 30.63 | 107% |
| Returns for 10 years | 57.99 | 63.59 | 91% |
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