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CLBCX vs DODBX
CLBCX vs DODBX Comparison
Open Charts CLBCX vs DODBX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Dodge & Cox Balanced I
Price$108.62
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets14.64B
CLBCX vs DODBX Comparison Chart in %
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CLBCX vs. DODBX commentary
Jul 28, 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: 254B vs. DODBX (14.6B). DODBX pays higher dividends than CLBCX: DODBX (2.43) vs CLBCX (1.13). CLBCX was incepted earlier than DODBX: CLBCX (23 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 : 9.42 vs. DODBX (6.15). CLBCX return over 5 years is better than : 36.20 vs. DODBX (28.35).
| CLBCX | DODBX | CLBCX / DODBX | |
| Total Expense Ratio | 1.35 | 0.52 | 260% |
| Annual Report Gross Expense Ratio | 1.35 | 0.52 | 260% |
| Fund Existence | 23 years | 94 years | - |
| Gain YTD | 8.536 | 8.381 | 102% |
| Front Load | N/A | 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 | 1.13 | 2.43 | 47% |
| Returns for 1 year | 9.42 | 6.15 | 153% |
| Returns for 3 years | 32.73 | 17.81 | 184% |
| Returns for 5 years | 36.20 | 28.35 | 128% |
| Returns for 10 years | 64.69 | 22.74 | 284% |
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