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BALCX vs DODBX
BALCX vs DODBX Comparison
Open Charts BALCX vs DODBX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Dodge & Cox Balanced I
Price$108.85
Change+$0.16 (+0.15%)
VolumeN/A
Net Assets14.5B
BALCX vs DODBX Comparison Chart in %
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BALCX vs. DODBX commentary
Aug 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 DODBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. DODBX (14.5B). DODBX pays higher dividends than BALCX: DODBX (2.45) vs BALCX (1.18). 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). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. DODBX (4.91). BALCX return over 5 years is better than : 33.87 vs. DODBX (25.25).
| 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 | 9.274 | 8.610 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 14.5B | 1,766% |
| Annual Yield % from dividends | 1.18 | 2.45 | 48% |
| Returns for 1 year | 7.16 | 4.91 | 146% |
| Returns for 3 years | 27.12 | 12.80 | 212% |
| Returns for 5 years | 33.87 | 25.25 | 134% |
| Returns for 10 years | 59.19 | 23.46 | 252% |
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