Interact to see
Advertisement
Advertisement
BALCX vs BDHIX
BALCX vs BDHIX Comparison
Open Charts BALCX vs BDHIX
BALCX vs BDHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. BDHIX commentary
Jun 03, 2026
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: 279B vs. BDHIX (1.6B). BDHIX pays higher dividends than BALCX: BDHIX (7.59) vs BALCX (1.16). BALCX was incepted earlier than BDHIX: BALCX (25 years) vs BDHIX (12 years). BALCX (1.30) is less costly to investors than BDHIX (0.87). BDHIX is a more actively managed with annual turnover of: 148.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than BDHIX: BALCX (250) vs BDHIX (2000000). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. BDHIX (13.59). BALCX return over 5 years is better than : 31.27 vs. BDHIX (24.93).
| BALCX | BDHIX | BALCX / BDHIX | |
| Total Expense Ratio | 1.30 | 0.68 | 191% |
| Annual Report Gross Expense Ratio | 1.30 | 0.87 | 149% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 9.372 | 4.986 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 1.6B | 17,459% |
| Annual Yield % from dividends | 1.16 | 7.59 | 15% |
| Returns for 1 year | 16.84 | 13.59 | 124% |
| Returns for 3 years | 42.32 | 41.08 | 103% |
| Returns for 5 years | 31.27 | 24.93 | 125% |
| Returns for 10 years | 77.17 | 88.14 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers