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CLBCX vs DODBX
CLBCX vs DODBX Comparison
Open Charts CLBCX vs DODBX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Dodge & Cox Balanced I
Price$110.65
Change+$0.17 (+0.15%)
VolumeN/A
Net Assets14.5B
CLBCX vs DODBX Comparison Chart in %
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CLBCX vs. DODBX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBCX is a Buy and DODBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. DODBX (14.5B). DODBX pays higher dividends than CLBCX: DODBX (2.38) vs CLBCX (1.11). CLBCX was incepted earlier than DODBX: CLBCX (24 years) vs DODBX (94 years). CLBCX (1.35) is less costly to investors than DODBX (0.52). CLBCX is a more actively managed with annual turnover of: 44.00 vs. DODBX (22.00). CLBCX has a lower initial minimum investment than DODBX: CLBCX (250) vs DODBX (2500). CLBCX annual gain was more profitable for investors over the last year : 9.15 vs. DODBX (4.89). CLBCX return over 5 years is better than : 36.30 vs. DODBX (26.69).
| CLBCX | DODBX | CLBCX / DODBX | |
| Total Expense Ratio | 1.35 | 0.52 | 260% |
| Annual Report Gross Expense Ratio | 1.35 | 0.52 | 260% |
| Fund Existence | 24 years | 94 years | - |
| Gain YTD | 10.785 | 10.237 | 105% |
| Front Load | N/A | 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 | 1.11 | 2.38 | 47% |
| Returns for 1 year | 9.15 | 4.89 | 187% |
| Returns for 3 years | 37.75 | 22.14 | 171% |
| Returns for 5 years | 36.30 | 26.69 | 136% |
| Returns for 10 years | 74.80 | 30.71 | 244% |