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BALCX vs BDHIX
BALCX vs BDHIX Comparison
Open Charts BALCX vs BDHIX
American Funds American Balanced C
Price$35.34
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
BlackRock Dynamic High Income Instl
Price$8.64
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets1.21B
BALCX vs BDHIX Comparison Chart in %
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BALCX vs. BDHIX commentary
Jun 21, 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 BDHIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 245B vs. BDHIX (1.21B). BDHIX pays higher dividends than BALCX: BDHIX (7.43) vs BALCX (1.24). BALCX was incepted earlier than BDHIX: BALCX (24 years) vs BDHIX (11 years). BALCX (1.31) is less costly to investors than BDHIX (0.88). BDHIX is a more actively managed with annual turnover of: 109.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BDHIX: BALCX (250) vs BDHIX (2000000). BDHIX annual gain was more profitable for investors over the last year : 8.85 vs. BALCX (3.76). BDHIX (33.98) and BALCX (33.29) have equivalent 5 years return.
| BALCX | BDHIX | BALCX / BDHIX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 4.062 | 3.542 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 1.21B | 20,198% |
| Annual Yield % from dividends | 1.24 | 7.43 | 17% |
| Returns for 1 year | 3.76 | 8.85 | 43% |
| Returns for 3 years | 29.83 | 32.31 | 92% |
| Returns for 5 years | 33.29 | 33.98 | 98% |
| Returns for 10 years | 50.44 | 59.88 | 84% |
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