Interact to see
Advertisement
Advertisement
CLBAX vs DOXBX
CLBAX vs DOXBX Comparison
Open Charts CLBAX vs DOXBX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Dodge & Cox Balanced X
Price$110.28
Change+$0.42 (+0.38%)
VolumeN/A
Net Assets14.5B
CLBAX vs DOXBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. DOXBX (14.5B). DOXBX pays higher dividends than CLBAX: DOXBX (2.46) vs CLBAX (1.80). CLBAX was incepted earlier than DOXBX: CLBAX (24 years) vs DOXBX (3 years). CLBAX (0.58) is less costly to investors than DOXBX (0.47). CLBAX is a more actively managed with annual turnover of: 44.00 vs. DOXBX (22.00). CLBAX has a lower initial minimum investment than DOXBX: CLBAX (250) vs DOXBX (2500). CLBAX annual gain was more profitable for investors over the last year : 9.95 vs. DOXBX (4.99).
| CLBAX | DOXBX | CLBAX / DOXBX | |
| Total Expense Ratio | 0.58 | 0.42 | 138% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | 11.362 | 10.317 | 110% |
| 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 | 2.46 | 73% |
| Returns for 1 year | 9.95 | 4.99 | 199% |
| Returns for 3 years | 40.92 | 23.00 | 178% |
| Returns for 5 years | 41.54 | N/A | - |
| Returns for 10 years | 88.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PMO | 10.02 | 0.15 | +1.52% |
| Putnam Municipal Opportunities Trust | |||
| EVMT | 15.65 | N/A | N/A |
| Invesco Elctc vhcl Mtls Cmd StgyNoK-1ETF | |||
| DBEZ | 51.48 | -0.12 | -0.23% |
| Xtrackers MSCI Eurozone Hedged Eq ETF | |||
| TOPT | 29.17 | -0.16 | -0.55% |
| iShares Top 20 U.S. Stocks ETF | |||
| IAI | 170.73 | -3.17 | -1.82% |
| iShares US Broker-Dealers&Secs Exchs ETF | |||