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CLBCX vs DODBX
CLBCX vs DODBX Comparison
Open Charts CLBCX vs DODBX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Dodge & Cox Balanced I
Price$106.98
Change-$0.78 (-0.72%)
VolumeN/A
Net Assets14.45B
CLBCX vs DODBX Comparison Chart
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CLBCX vs. DODBX commentary
Jun 16, 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: 244B vs. DODBX (14.5B). DODBX pays higher dividends than CLBCX: DODBX (2.48) vs CLBCX (1.18). 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). DODBX annual gain was more profitable for investors over the last year : 5.94 vs. CLBCX (4.49). CLBCX return over 5 years is better than : 34.93 vs. DODBX (27.89).
| 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 | 4.067 | 5.832 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 14.5B | 1,683% |
| Annual Yield % from dividends | 1.18 | 2.48 | 48% |
| Returns for 1 year | 4.49 | 5.94 | 76% |
| Returns for 3 years | 30.63 | 17.95 | 171% |
| Returns for 5 years | 34.93 | 27.89 | 125% |
| Returns for 10 years | 57.89 | 18.82 | 308% |
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