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CLBAX vs DODBX
CLBAX vs DODBX Comparison
Open Charts CLBAX vs DODBX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Dodge & Cox Balanced I
Price$108.62
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets14.64B
CLBAX vs DODBX Comparison Chart in %
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CLBAX vs. DODBX commentary
Jul 28, 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: 254B vs. DODBX (14.6B). 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 annual gain was more profitable for investors over the last year : 10.23 vs. DODBX (6.15). CLBAX return over 5 years is better than : 41.42 vs. DODBX (28.35).
| 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 | 9.013 | 8.381 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 14.6B | 1,740% |
| Annual Yield % from dividends | 1.84 | 2.43 | 76% |
| Returns for 1 year | 10.23 | 6.15 | 166% |
| Returns for 3 years | 35.76 | 17.81 | 201% |
| Returns for 5 years | 41.42 | 28.35 | 146% |
| Returns for 10 years | 77.58 | 22.74 | 341% |
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