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BALCX vs BDHIX
BALCX vs BDHIX Comparison
Open Charts BALCX vs BDHIX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
BlackRock Dynamic High Income Instl
Price$8.83
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets1.37B
BALCX vs BDHIX Comparison Chart in %
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BALCX vs. BDHIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. BDHIX (1.37B). BDHIX pays higher dividends than BALCX: BDHIX (7.12) vs BALCX (1.10). BALCX was incepted earlier than BDHIX: BALCX (25 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: 148.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BDHIX: BALCX (250) vs BDHIX (2000000). BALCX (8.17) and BDHIX (8.00) have marching annual gain over last year. BALCX return over 5 years is better than : 34.58 vs. BDHIX (28.73).
| BALCX | BDHIX | BALCX / BDHIX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 13.334 | 8.936 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.37B | 19,267% |
| Annual Yield % from dividends | 1.10 | 7.12 | 15% |
| Returns for 1 year | 8.17 | 8.00 | 102% |
| Returns for 3 years | 38.17 | 37.61 | 101% |
| Returns for 5 years | 34.58 | 28.73 | 120% |
| Returns for 10 years | 63.59 | 75.75 | 84% |