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CLBAX vs DODBX
CLBAX vs DODBX Comparison
Open Charts CLBAX vs DODBX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Dodge & Cox Balanced I
Price$108.85
Change+$0.16 (+0.15%)
VolumeN/A
Net Assets14.5B
CLBAX vs DODBX Comparison Chart in %
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CLBAX 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 CLBAX is a Buy and DODBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. DODBX (14.5B). DODBX pays higher dividends than CLBAX: DODBX (2.45) vs CLBAX (1.82). CLBAX was incepted earlier than DODBX: CLBAX (24 years) vs DODBX (94 years). CLBAX (0.58) is less costly to investors than DODBX (0.52). CLBAX is a more actively managed with annual turnover of: 44.00 vs. DODBX (22.00). CLBAX has a lower initial minimum investment than DODBX: CLBAX (250) vs DODBX (2500). CLBAX annual gain was more profitable for investors over the last year : 7.96 vs. DODBX (4.91). CLBAX return over 5 years is better than : 39.83 vs. DODBX (25.25).
| CLBAX | DODBX | CLBAX / DODBX | |
| Total Expense Ratio | 0.58 | 0.52 | 112% |
| Annual Report Gross Expense Ratio | 0.58 | 0.52 | 112% |
| Fund Existence | 24 years | 94 years | - |
| Gain YTD | 9.747 | 8.610 | 113% |
| Front Load | 4% | 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 | 1.82 | 2.45 | 74% |
| Returns for 1 year | 7.96 | 4.91 | 162% |
| Returns for 3 years | 30.56 | 12.80 | 239% |
| Returns for 5 years | 39.83 | 25.25 | 158% |
| Returns for 10 years | 78.78 | 23.46 | 336% |
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