Interact to see
Advertisement
Advertisement
CLBAX vs DOXBX
CLBAX vs DOXBX Comparison
Open Charts CLBAX vs DOXBX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Dodge & Cox Balanced X
Price$108.65
Change+$0.18 (+0.17%)
VolumeN/A
Net Assets14.64B
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: 254B vs. DOXBX (14.6B). DOXBX pays higher dividends than CLBAX: DOXBX (2.52) vs CLBAX (1.84). 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). CLBAX annual gain was more profitable for investors over the last year : 10.23 vs. DOXBX (6.25).
| CLBAX | DOXBX | CLBAX / DOXBX | |
| Total Expense Ratio | 0.58 | 0.42 | 138% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 23 years | 3 years | - |
| Gain YTD | 9.013 | 8.450 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 14.6B | 1,740% |
| Annual Yield % from dividends | 1.84 | 2.52 | 73% |
| Returns for 1 year | 10.23 | 6.25 | 164% |
| Returns for 3 years | 35.76 | 18.65 | 192% |
| Returns for 5 years | 41.42 | N/A | - |
| Returns for 10 years | 77.58 | 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 % |
| QRFT | 58.23 | 0.47 | +0.81% |
| QRAFT AI-Enhanced US Large Cap ETF | |||
| APUE | 38.82 | 0.17 | +0.44% |
| ActivePassive U.S. Equity ETF | |||
| XJR | 40.64 | 0.16 | +0.40% |
| iShares ESG Select Scrn S&P Small-CapETF | |||
| GNMA | 43.55 | 0.09 | +0.20% |
| iShares GNMA Bond ETF | |||
| SLVR | 32.64 | -0.42 | -1.27% |
| Sprott Silver Mnrs & Physical Silver ETF | |||