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BALCX vs BDHCX
BALCX vs BDHCX Comparison
Open Charts BALCX vs BDHCX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
BlackRock Dynamic High Income Inv C
Price$8.82
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets1.28B
BALCX vs BDHCX Comparison Chart in %
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BALCX vs. BDHCX 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 BDHCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. BDHCX (1.28B). BDHCX pays higher dividends than BALCX: BDHCX (6.37) vs BALCX (1.18). BALCX was incepted earlier than BDHCX: BALCX (24 years) vs BDHCX (11 years). BDHCX (1.87) is less costly to investors than BALCX (1.31). BDHCX is a more actively managed with annual turnover of: 109.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BDHCX: BALCX (250) vs BDHCX (1000). BDHCX annual gain was more profitable for investors over the last year : 10.70 vs. BALCX (9.31). BALCX return over 5 years is better than : 32.91 vs. BDHCX (25.85).
| BALCX | BDHCX | BALCX / BDHCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.87 | 70% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 8.450 | 6.278 | 135% |
| Front Load | N/A | N/A | - |
| 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 | 6.37 | 19% |
| Returns for 1 year | 9.31 | 10.70 | 87% |
| Returns for 3 years | 29.24 | 24.98 | 117% |
| Returns for 5 years | 32.91 | 25.85 | 127% |
| Returns for 10 years | 57.99 | 51.78 | 112% |