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CLBAX vs DODBX
CLBAX vs DODBX Comparison
Open Charts CLBAX vs DODBX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Dodge & Cox Balanced I
Price$110.65
Change+$0.17 (+0.15%)
VolumeN/A
Net Assets14.5B
CLBAX vs DODBX Comparison Chart in %
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CLBAX vs. DODBX commentary
Sep 09, 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: 259B vs. DODBX (14.5B). DODBX pays higher dividends than CLBAX: DODBX (2.38) vs CLBAX (1.80). 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 : 9.95 vs. DODBX (4.89). CLBAX return over 5 years is better than : 41.54 vs. DODBX (26.69).
| 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 | 11.362 | 10.237 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 14.5B | 1,786% |
| Annual Yield % from dividends | 1.80 | 2.38 | 76% |
| Returns for 1 year | 9.95 | 4.89 | 204% |
| Returns for 3 years | 40.92 | 22.14 | 185% |
| Returns for 5 years | 41.54 | 26.69 | 156% |
| Returns for 10 years | 88.47 | 30.71 | 288% |
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