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CLBAX vs DODBX
CLBAX vs DODBX Comparison
Open Charts CLBAX vs DODBX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Dodge & Cox Balanced I
Price$106.98
Change-$0.78 (-0.72%)
VolumeN/A
Net Assets14.45B
CLBAX vs DODBX Comparison Chart
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CLBAX vs. DODBX commentary
Jun 16, 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: 244B vs. DODBX (14.5B). DODBX pays higher dividends than CLBAX: DODBX (2.48) vs CLBAX (1.91). 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). DODBX annual gain was more profitable for investors over the last year : 5.94 vs. CLBAX (5.26). CLBAX return over 5 years is better than : 40.12 vs. DODBX (27.89).
| 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 | 4.431 | 5.832 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 14.5B | 1,683% |
| Annual Yield % from dividends | 1.91 | 2.48 | 77% |
| Returns for 1 year | 5.26 | 5.94 | 89% |
| Returns for 3 years | 33.60 | 17.95 | 187% |
| Returns for 5 years | 40.12 | 27.89 | 144% |
| Returns for 10 years | 70.29 | 18.82 | 374% |
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