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BALCX vs DODBX
BALCX vs DODBX Comparison
Open Charts BALCX vs DODBX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Dodge & Cox Balanced I
Price$108.46
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
BALCX vs DODBX Comparison Chart in %
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BALCX vs. DODBX commentary
Jul 07, 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: 252B vs. DODBX (14.5B). DODBX pays higher dividends than BALCX: DODBX (2.43) vs BALCX (1.19). 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 : 7.66 vs. BALCX (7.03). BALCX return over 5 years is better than : 37.14 vs. DODBX (30.96).
| 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 | 7.684 | 8.221 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 14.5B | 1,738% |
| Annual Yield % from dividends | 1.19 | 2.43 | 49% |
| Returns for 1 year | 7.03 | 7.66 | 92% |
| Returns for 3 years | 32.51 | 19.00 | 171% |
| Returns for 5 years | 37.14 | 30.96 | 120% |
| Returns for 10 years | 58.16 | 23.23 | 250% |
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