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BALCX vs BDHAX
BALCX vs BDHAX Comparison
Open Charts BALCX vs BDHAX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
BlackRock Dynamic High Income Inv A
Price$8.98
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.34B
BALCX vs BDHAX Comparison Chart in %
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BALCX vs. BDHAX commentary
Oct 09, 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 Hold and BDHAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. BDHAX (1.34B). BDHAX pays higher dividends than BALCX: BDHAX (6.88) vs BALCX (1.12). BALCX was incepted earlier than BDHAX: BALCX (25 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 (9.45) and BALCX (9.12) have marching annual gain over last year. BALCX return over 5 years is better than : 38.19 vs. BDHAX (32.32).
| BALCX | BDHAX | BALCX / BDHAX | |
| Total Expense Ratio | 1.31 | 0.93 | 141% |
| Annual Report Gross Expense Ratio | 1.31 | 1.09 | 120% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 14.307 | 9.787 | 146% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.34B | 19,880% |
| Annual Yield % from dividends | 1.12 | 6.88 | 16% |
| Returns for 1 year | 9.12 | 9.45 | 97% |
| Returns for 3 years | 48.69 | 45.18 | 108% |
| Returns for 5 years | 38.19 | 32.32 | 118% |
| Returns for 10 years | 69.62 | 74.39 | 94% |
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