CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
DODBX
Price
$108.46
Change
+$0.13 (+0.12%)
Updated
Jul 3 closing price
Net Assets
14.45B
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CLBAX vs DODBX

Header iconCLBAX vs DODBX Comparison
Open Charts CLBAX vs DODBXBanner chart's image
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.

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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).
CLBAXDODBXCLBAX / DODBX
Total Expense Ratio0.580.52112%
Annual Report Gross Expense Ratio0.580.52112%
Fund Existence23 years94 years-
Gain YTD8.0738.22198%
Front Load4%N/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B14.5B1,738%
Annual Yield % from dividends1.842.4376%
Returns for 1 year7.847.66102%
Returns for 3 years36.1419.00190%
Returns for 5 years43.2630.96140%
Returns for 10 years77.5523.23334%
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