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BALCX vs BDHIX
BALCX vs BDHIX Comparison
Open Charts BALCX vs BDHIX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
BlackRock Dynamic High Income Instl
Price$9.06
Change+$0.12 (+1.34%)
VolumeN/A
Net Assets1.45B
BALCX vs BDHIX Comparison Chart in %
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BALCX vs. BDHIX commentary
Feb 04, 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: 270B vs. BDHIX (1.45B). BDHIX pays higher dividends than BALCX: BDHIX (7.26) vs BALCX (1.25). BALCX was incepted earlier than BDHIX: BALCX (25 years) vs BDHIX (11 years). BALCX (1.31) is less costly to investors than BDHIX (0.87). BDHIX is a more actively managed with annual turnover of: 148.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BDHIX: BALCX (250) vs BDHIX (2000000). BDHIX (10.89) and BALCX (10.51) have marching annual gain over last year. BALCX return over 5 years is better than : 31.49 vs. BDHIX (25.91).
| BALCX | BDHIX | BALCX / BDHIX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.87 | 151% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 2.396 | 1.720 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.45B | 18,582% |
| Annual Yield % from dividends | 1.25 | 7.26 | 17% |
| Returns for 1 year | 10.51 | 10.89 | 97% |
| Returns for 3 years | 33.72 | 34.34 | 98% |
| Returns for 5 years | 31.49 | 25.91 | 122% |
| Returns for 10 years | 79.52 | 97.45 | 82% |
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