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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. BDHIX (1.62B). BDHIX pays higher dividends than BALCX: BDHIX (7.71) vs BALCX (1.14). 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 (11.57) and BALCX (11.18) have marching annual gain over last year. BALCX return over 5 years is better than : 29.01 vs. BDHIX (23.72).
| 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 | 8.148 | 5.463 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.62B | 17,767% |
| Annual Yield % from dividends | 1.14 | 7.71 | 15% |
| Returns for 1 year | 11.18 | 11.57 | 97% |
| Returns for 3 years | 36.57 | 38.14 | 96% |
| Returns for 5 years | 29.01 | 23.72 | 122% |
| Returns for 10 years | 72.74 | 86.77 | 84% |
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