Interact to see
Advertisement
Advertisement
CLBAX vs DOXBX
CLBAX vs DOXBX Comparison
Open Charts CLBAX vs DOXBX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Dodge & Cox Balanced X
Price$108.48
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
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: 252B vs. DOXBX (14.5B). 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 (7.84) and DOXBX (7.76) have marching annual gain over last year.
| 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 | 8.073 | 8.281 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 14.5B | 1,738% |
| Annual Yield % from dividends | 1.84 | 2.52 | 73% |
| Returns for 1 year | 7.84 | 7.76 | 101% |
| Returns for 3 years | 36.14 | 19.85 | 182% |
| Returns for 5 years | 43.26 | N/A | - |
| Returns for 10 years | 77.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement