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BALCX vs BDHCX
BALCX vs BDHCX Comparison
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BALCX vs BDHCX Comparison Chart in %
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BALCX vs. BDHCX commentary
Jun 24, 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 BDHCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. BDHCX (1.6B). BDHCX pays higher dividends than BALCX: BDHCX (6.63) vs BALCX (1.16). BALCX was incepted earlier than BDHCX: BALCX (25 years) vs BDHCX (12 years). BDHCX (1.86) is less costly to investors than BALCX (1.30). BDHCX is a more actively managed with annual turnover of: 148.00 vs. BALCX (50.00). 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 : 13.99 vs. BDHCX (10.60). BALCX return over 5 years is better than : 30.03 vs. BDHCX (16.94).
| BALCX | BDHCX | BALCX / BDHCX | |
| Total Expense Ratio | 1.30 | 1.68 | 77% |
| Annual Report Gross Expense Ratio | 1.30 | 1.86 | 70% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 7.905 | 3.173 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.6B | 18,056% |
| Annual Yield % from dividends | 1.16 | 6.63 | 18% |
| Returns for 1 year | 13.99 | 10.60 | 132% |
| Returns for 3 years | 39.68 | 35.14 | 113% |
| Returns for 5 years | 30.03 | 16.94 | 177% |
| Returns for 10 years | 78.60 | 72.36 | 109% |
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