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BALCX vs DODBX
BALCX vs DODBX Comparison
Open Charts BALCX vs DODBX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Dodge & Cox Balanced I
Price$110.65
Change+$0.17 (+0.15%)
VolumeN/A
Net Assets14.5B
BALCX vs DODBX Comparison Chart in %
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BALCX vs. DODBX commentary
Sep 09, 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: 259B vs. DODBX (14.5B). DODBX pays higher dividends than BALCX: DODBX (2.38) vs BALCX (1.16). BALCX was incepted earlier than DODBX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. DODBX (4.89). BALCX return over 5 years is better than : 35.50 vs. DODBX (26.69).
| BALCX | DODBX | BALCX / DODBX | |
| Total Expense Ratio | 1.31 | 0.52 | 252% |
| Annual Report Gross Expense Ratio | 1.31 | 0.52 | 252% |
| Fund Existence | 25 years | 94 years | - |
| Gain YTD | 10.835 | 10.237 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 14.5B | 1,786% |
| Annual Yield % from dividends | 1.16 | 2.38 | 49% |
| Returns for 1 year | 9.12 | 4.89 | 187% |
| Returns for 3 years | 37.20 | 22.14 | 168% |
| Returns for 5 years | 35.50 | 26.69 | 133% |
| Returns for 10 years | 67.85 | 30.71 | 221% |