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BALCX vs BDHIX
BALCX vs BDHIX Comparison
Open Charts BALCX vs BDHIX
American Funds American Balanced C
Price$37.09
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets256.44B
BlackRock Dynamic High Income Instl
Price$8.90
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets1.3B
BALCX vs BDHIX Comparison Chart in %
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BALCX vs. BDHIX commentary
Aug 26, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. BDHIX (1.3B). BDHIX pays higher dividends than BALCX: BDHIX (7.35) vs BALCX (1.18). 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 : 9.84 vs. BALCX (5.86). BDHIX (32.62) and BALCX (32.56) 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 | 9.215 | 8.225 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.3B | 19,707% |
| Annual Yield % from dividends | 1.18 | 7.35 | 16% |
| Returns for 1 year | 5.86 | 9.84 | 60% |
| Returns for 3 years | 31.36 | 32.27 | 97% |
| Returns for 5 years | 32.56 | 32.62 | 100% |
| Returns for 10 years | 64.50 | 75.93 | 85% |
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