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BALCX vs BDHIX
BALCX vs BDHIX Comparison
Open Charts BALCX vs BDHIX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
BlackRock Dynamic High Income Instl
Price$8.92
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.35B
BALCX vs BDHIX Comparison Chart in %
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BALCX vs. BDHIX commentary
Oct 18, 2025
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: 265B vs. BDHIX (1.36B). BDHIX pays higher dividends than BALCX: BDHIX (7.12) vs BALCX (1.12). BALCX was incepted earlier than BDHIX: BALCX (25 years) vs BDHIX (11 years). BALCX (1.31) is less costly to investors than BDHIX (0.88). BDHIX is a more actively managed with annual turnover of: 109.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BDHIX: BALCX (250) vs BDHIX (2000000). BDHIX (8.02) and BALCX (7.88) have marching annual gain over last year. BALCX return over 5 years is better than : 37.80 vs. BDHIX (33.54).
| BALCX | BDHIX | BALCX / BDHIX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 13.983 | 9.387 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 1.36B | 19,557% |
| Annual Yield % from dividends | 1.12 | 7.12 | 16% |
| Returns for 1 year | 7.88 | 8.02 | 98% |
| Returns for 3 years | 47.51 | 44.74 | 106% |
| Returns for 5 years | 37.80 | 33.54 | 113% |
| Returns for 10 years | 67.75 | 77.84 | 87% |
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