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BALCX vs BDHAX
BALCX vs BDHAX Comparison
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BALCX vs BDHAX Comparison Chart in %
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BALCX vs. BDHAX commentary
Jul 14, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. BDHAX (1.62B). BDHAX pays higher dividends than BALCX: BDHAX (7.46) vs BALCX (1.14). BALCX was incepted earlier than BDHAX: BALCX (25 years) vs BDHAX (12 years). BALCX (1.30) is less costly to investors than BDHAX (1.09). BDHAX is a more actively managed with annual turnover of: 148.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than BDHAX: BALCX (250) vs BDHAX (1000). BDHAX (11.41) and BALCX (11.18) have marching annual gain over last year. BALCX return over 5 years is better than : 29.01 vs. BDHAX (22.31).
| BALCX | BDHAX | BALCX / BDHAX | |
| Total Expense Ratio | 1.30 | 0.93 | 140% |
| Annual Report Gross Expense Ratio | 1.30 | 1.09 | 119% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.148 | 5.329 | 153% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.62B | 17,767% |
| Annual Yield % from dividends | 1.14 | 7.46 | 15% |
| Returns for 1 year | 11.18 | 11.41 | 98% |
| Returns for 3 years | 36.57 | 37.25 | 98% |
| Returns for 5 years | 29.01 | 22.31 | 130% |
| Returns for 10 years | 72.74 | 82.32 | 88% |
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