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CLBAX vs DOXBX
CLBAX vs DOXBX Comparison
Open Charts CLBAX vs DOXBX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Dodge & Cox Balanced X
Price$108.88
Change+$0.16 (+0.15%)
VolumeN/A
Net Assets14.5B
CLBAX vs DOXBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. DOXBX (14.5B). DOXBX pays higher dividends than CLBAX: DOXBX (2.54) vs CLBAX (1.82). 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 : 7.96 vs. DOXBX (5.01).
| 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 | 9.747 | 8.680 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 14.5B | 1,766% |
| Annual Yield % from dividends | 1.82 | 2.54 | 72% |
| Returns for 1 year | 7.96 | 5.01 | 159% |
| Returns for 3 years | 30.56 | 13.59 | 225% |
| Returns for 5 years | 39.83 | N/A | - |
| Returns for 10 years | 78.78 | N/A | - |
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