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CLBAX vs DODBX
CLBAX vs DODBX Comparison
Open Charts CLBAX vs DODBX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Dodge & Cox Balanced I
Price$108.46
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
CLBAX vs DODBX Comparison Chart in %
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CLBAX 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 CLBAX is a Buy and DODBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. DODBX (14.5B). DODBX pays higher dividends than CLBAX: DODBX (2.43) vs CLBAX (1.84). CLBAX was incepted earlier than DODBX: CLBAX (23 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 (7.84) and DODBX (7.66) have marching annual gain over last year. CLBAX return over 5 years is better than : 43.26 vs. DODBX (30.96).
| CLBAX | DODBX | CLBAX / DODBX | |
| Total Expense Ratio | 0.58 | 0.52 | 112% |
| Annual Report Gross Expense Ratio | 0.58 | 0.52 | 112% |
| Fund Existence | 23 years | 94 years | - |
| Gain YTD | 8.073 | 8.221 | 98% |
| Front Load | 4% | 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 | 1.84 | 2.43 | 76% |
| Returns for 1 year | 7.84 | 7.66 | 102% |
| Returns for 3 years | 36.14 | 19.00 | 190% |
| Returns for 5 years | 43.26 | 30.96 | 140% |
| Returns for 10 years | 77.55 | 23.23 | 334% |
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