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
Aug 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 Buy and BDHIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. BDHIX (1.63B). BDHIX pays higher dividends than BALCX: BDHIX (7.78) 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). BDHIX annual gain was more profitable for investors over the last year : 11.42 vs. BALCX (10.48). BALCX return over 5 years is better than : 28.31 vs. BDHIX (24.25).
| 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 | 7.959 | 5.829 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.63B | 17,625% |
| Annual Yield % from dividends | 1.16 | 7.78 | 15% |
| Returns for 1 year | 10.48 | 11.42 | 92% |
| Returns for 3 years | 35.58 | 37.22 | 96% |
| Returns for 5 years | 28.31 | 24.25 | 117% |
| Returns for 10 years | 73.63 | 85.57 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GFAFX | 84.06 | 0.97 | +1.17% |
| American Funds Growth Fd of Amer F-1 | |||
| IVGIX | 20.49 | 0.21 | +1.04% |
| VY® Invesco Growth and Income I | |||
| VMFVX | 458.63 | -1.07 | -0.23% |
| Vanguard S&P Mid-Cap 400 Value Idx I | |||
| ATHIX | 25.39 | -0.07 | -0.27% |
| American Century Heritage I | |||
| ANVHX | 11.46 | -0.07 | -0.61% |
| American Century Non-US Intrs Val I | |||