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BALCX vs BDHIX
BALCX vs BDHIX Comparison
Open Charts BALCX vs BDHIX
American Funds American Balanced C
Price$34.14
Change+$0.30 (+0.89%)
VolumeN/A
Net Assets234.89B
BlackRock Dynamic High Income Instl
Price$8.48
Change+$0.06 (+0.71%)
VolumeN/A
Net Assets1.17B
BALCX vs BDHIX Comparison Chart
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BALCX vs. BDHIX commentary
May 05, 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 BDHIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. BDHIX (1.17B). BDHIX pays higher dividends than BALCX: BDHIX (7.48) vs BALCX (1.29). 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 : 8.76 vs. BALCX (6.13). BDHIX return over 5 years is better than : 38.49 vs. BALCX (34.84).
| 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 | 0.398 | 0.807 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.17B | 20,137% |
| Annual Yield % from dividends | 1.29 | 7.48 | 17% |
| Returns for 1 year | 6.13 | 8.76 | 70% |
| Returns for 3 years | 16.90 | 18.25 | 93% |
| Returns for 5 years | 34.84 | 38.49 | 91% |
| Returns for 10 years | 45.44 | 55.84 | 81% |
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