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CLBFX vs DODBX
CLBFX vs DODBX Comparison
Open Charts CLBFX vs DODBX
American Funds American Balanced 529F
Price$38.03
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
CLBFX vs DODBX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and DODBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. DODBX (14.5B). DODBX pays higher dividends than CLBFX: DODBX (2.38) vs CLBFX (1.94). CLBFX was incepted earlier than DODBX: CLBFX (23 years) vs DODBX (94 years). CLBFX (0.67) is less costly to investors than DODBX (0.52). CLBFX is a more actively managed with annual turnover of: 44.00 vs. DODBX (22.00). CLBFX has a lower initial minimum investment than DODBX: CLBFX (250) vs DODBX (2500). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. DODBX (4.89). CLBFX return over 5 years is better than : 42.70 vs. DODBX (26.69).
| CLBFX | DODBX | CLBFX / DODBX | |
| Total Expense Ratio | 0.67 | 0.52 | 129% |
| Annual Report Gross Expense Ratio | 0.67 | 0.52 | 129% |
| Fund Existence | 23 years | 94 years | - |
| Gain YTD | 11.495 | 10.237 | 112% |
| 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 | 1.94 | 2.38 | 82% |
| Returns for 1 year | 10.11 | 4.89 | 207% |
| Returns for 3 years | 41.65 | 22.14 | 188% |
| Returns for 5 years | 42.70 | 26.69 | 160% |
| Returns for 10 years | 92.18 | 30.71 | 300% |