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BALCX vs BDHCX
BALCX vs BDHCX Comparison
Open Charts BALCX vs BDHCX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
BlackRock Dynamic High Income Inv C
Price$8.83
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets1.37B
BALCX vs BDHCX Comparison Chart in %
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BALCX vs. BDHCX commentary
Nov 20, 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 BDHCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. BDHCX (1.37B). BDHCX pays higher dividends than BALCX: BDHCX (6.16) vs BALCX (1.10). BALCX was incepted earlier than BDHCX: BALCX (25 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: 148.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BDHCX: BALCX (250) vs BDHCX (1000). BALCX annual gain was more profitable for investors over the last year : 8.00 vs. BDHCX (7.17). BALCX return over 5 years is better than : 33.87 vs. BDHCX (22.48).
| BALCX | BDHCX | BALCX / BDHCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.87 | 70% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 13.040 | 8.039 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 1.37B | 19,228% |
| Annual Yield % from dividends | 1.10 | 6.16 | 18% |
| Returns for 1 year | 8.00 | 7.17 | 112% |
| Returns for 3 years | 37.81 | 33.73 | 112% |
| Returns for 5 years | 33.87 | 22.48 | 151% |
| Returns for 10 years | 63.16 | 59.21 | 107% |