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CLBFX vs DODBX
CLBFX vs DODBX Comparison
Open Charts CLBFX vs DODBX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Dodge & Cox Balanced I
Price$108.85
Change+$0.16 (+0.15%)
VolumeN/A
Net Assets14.5B
CLBFX vs DODBX Comparison Chart in %
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CLBFX vs. DODBX commentary
Aug 18, 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: 256B vs. DODBX (14.5B). DODBX pays higher dividends than CLBFX: DODBX (2.45) vs CLBFX (1.97). 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 : 8.11 vs. DODBX (4.91). CLBFX return over 5 years is better than : 40.98 vs. DODBX (25.25).
| 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 | 9.847 | 8.610 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 14.5B | 1,766% |
| Annual Yield % from dividends | 1.97 | 2.45 | 81% |
| Returns for 1 year | 8.11 | 4.91 | 165% |
| Returns for 3 years | 31.15 | 12.80 | 243% |
| Returns for 5 years | 40.98 | 25.25 | 162% |
| Returns for 10 years | 82.32 | 23.46 | 351% |
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