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BALCX vs BDHIX
BALCX vs BDHIX Comparison
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BALCX vs BDHIX Comparison Chart in %
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BALCX vs. BDHIX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B 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 : 15.81 vs. BDHIX (12.84). BALCX return over 5 years is better than : 31.93 vs. BDHIX (23.97).
| 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 | 9.011 | 4.178 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.6B | 18,056% |
| Annual Yield % from dividends | 1.16 | 7.59 | 15% |
| Returns for 1 year | 15.81 | 12.84 | 123% |
| Returns for 3 years | 41.11 | 39.99 | 103% |
| Returns for 5 years | 31.93 | 23.97 | 133% |
| Returns for 10 years | 80.43 | 91.73 | 88% |
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