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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
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 BDHCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. BDHCX (1.62B). BDHCX pays higher dividends than BALCX: BDHCX (6.73) vs BALCX (1.14). 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 : 11.18 vs. BDHCX (10.47). BALCX return over 5 years is better than : 29.01 vs. BDHCX (17.70).
| 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 | 8.148 | 4.944 | 165% |
| Front Load | N/A | N/A | - |
| 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 | 6.73 | 17% |
| Returns for 1 year | 11.18 | 10.47 | 107% |
| Returns for 3 years | 36.57 | 34.10 | 107% |
| Returns for 5 years | 29.01 | 17.70 | 164% |
| Returns for 10 years | 72.74 | 69.02 | 105% |
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