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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
Jun 03, 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 Hold and BDHAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. BDHAX (1.6B). BDHAX pays higher dividends than BALCX: BDHAX (7.34) vs BALCX (1.16). 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). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. BDHAX (13.42). BALCX return over 5 years is better than : 31.27 vs. BDHAX (23.39).
| 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 | 9.372 | 4.874 | 192% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 1.6B | 17,459% |
| Annual Yield % from dividends | 1.16 | 7.34 | 16% |
| Returns for 1 year | 16.84 | 13.42 | 125% |
| Returns for 3 years | 42.32 | 40.16 | 105% |
| Returns for 5 years | 31.27 | 23.39 | 134% |
| Returns for 10 years | 77.17 | 83.65 | 92% |
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