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CLBAX vs DOXBX
CLBAX vs DOXBX Comparison
Open Charts CLBAX vs DOXBX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Dodge & Cox Balanced X
Price$107.02
Change-$0.77 (-0.71%)
VolumeN/A
Net Assets14.45B
CLBAX vs DOXBX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. DOXBX (14.5B). DOXBX pays higher dividends than CLBAX: DOXBX (2.57) vs CLBAX (1.91). CLBAX was incepted earlier than DOXBX: CLBAX (23 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). DOXBX annual gain was more profitable for investors over the last year : 6.05 vs. CLBAX (5.26).
| CLBAX | DOXBX | CLBAX / DOXBX | |
| Total Expense Ratio | 0.58 | 0.43 | 135% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 23 years | 3 years | - |
| Gain YTD | 4.431 | 5.891 | 75% |
| 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 | 2.57 | 74% |
| Returns for 1 year | 5.26 | 6.05 | 87% |
| Returns for 3 years | 33.60 | 18.78 | 179% |
| Returns for 5 years | 40.12 | N/A | - |
| Returns for 10 years | 70.29 | N/A | - |
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