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BALCX vs BDHAX
BALCX vs BDHAX Comparison
Open Charts BALCX vs BDHAX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
BlackRock Dynamic High Income Inv A
Price$9.06
Change+$0.11 (+1.23%)
VolumeN/A
Net Assets1.45B
BALCX vs BDHAX Comparison Chart in %
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BALCX vs. BDHAX commentary
Feb 05, 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 BDHAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. BDHAX (1.45B). BDHAX pays higher dividends than BALCX: BDHAX (7.01) vs BALCX (1.25). BALCX was incepted earlier than BDHAX: BALCX (25 years) vs BDHAX (11 years). BALCX (1.31) is less costly to investors than BDHAX (1.09). BDHAX is a more actively managed with annual turnover of: 148.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BDHAX: BALCX (250) vs BDHAX (1000). BDHAX (10.63) and BALCX (10.51) have marching annual gain over last year. BALCX return over 5 years is better than : 31.49 vs. BDHAX (24.36).
| BALCX | BDHAX | BALCX / BDHAX | |
| Total Expense Ratio | 1.31 | 0.93 | 141% |
| Annual Report Gross Expense Ratio | 1.31 | 1.09 | 120% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 2.396 | 1.585 | 151% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.45B | 18,621% |
| Annual Yield % from dividends | 1.25 | 7.01 | 18% |
| Returns for 1 year | 10.51 | 10.63 | 99% |
| Returns for 3 years | 33.72 | 33.35 | 101% |
| Returns for 5 years | 31.49 | 24.36 | 129% |
| Returns for 10 years | 79.52 | 92.57 | 86% |
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