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BALCX vs DODBX
BALCX vs DODBX Comparison
Open Charts BALCX vs DODBX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Dodge & Cox Balanced I
Price$106.98
Change-$0.78 (-0.72%)
VolumeN/A
Net Assets14.45B
BALCX vs DODBX Comparison Chart
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BALCX vs. DODBX commentary
Jun 16, 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 DODBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. DODBX (14.5B). DODBX pays higher dividends than BALCX: DODBX (2.48) vs BALCX (1.24). BALCX was incepted earlier than DODBX: BALCX (24 years) vs DODBX (94 years). BALCX (1.31) is less costly to investors than DODBX (0.52). BALCX is a more actively managed with annual turnover of: 44.00 vs. DODBX (22.00). BALCX has a lower initial minimum investment than DODBX: BALCX (250) vs DODBX (2500). DODBX annual gain was more profitable for investors over the last year : 5.94 vs. BALCX (4.49). BALCX return over 5 years is better than : 34.15 vs. DODBX (27.89).
| BALCX | DODBX | BALCX / DODBX | |
| Total Expense Ratio | 1.31 | 0.52 | 252% |
| Annual Report Gross Expense Ratio | 1.31 | 0.52 | 252% |
| Fund Existence | 24 years | 94 years | - |
| Gain YTD | 4.121 | 5.832 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 14.5B | 1,683% |
| Annual Yield % from dividends | 1.24 | 2.48 | 50% |
| Returns for 1 year | 4.49 | 5.94 | 76% |
| Returns for 3 years | 30.13 | 17.95 | 168% |
| Returns for 5 years | 34.15 | 27.89 | 122% |
| Returns for 10 years | 51.38 | 18.82 | 273% |
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