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BALCX vs BDHIX
BALCX vs BDHIX Comparison
Open Charts BALCX vs BDHIX
American Funds American Balanced C
Price$36.43
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets252.98B
BlackRock Dynamic High Income Instl
Price$8.74
Change-$0.04 (-0.46%)
VolumeN/A
Net Assets1.26B
BALCX vs BDHIX Comparison Chart in %
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BALCX vs. BDHIX commentary
Aug 02, 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: 253B vs. BDHIX (1.26B). 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 : 9.74 vs. BALCX (6.69). BALCX (33.12) and BDHIX (32.99) 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 | 7.272 | 6.407 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.26B | 20,032% |
| Annual Yield % from dividends | 1.18 | 7.35 | 16% |
| Returns for 1 year | 6.69 | 9.74 | 69% |
| Returns for 3 years | 28.36 | 28.81 | 98% |
| Returns for 5 years | 33.12 | 32.99 | 100% |
| Returns for 10 years | 55.58 | 65.64 | 85% |
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