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CLBFX vs DODBX
CLBFX vs DODBX Comparison
Open Charts CLBFX vs DODBX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Dodge & Cox Balanced I
Price$106.98
Change-$0.78 (-0.72%)
VolumeN/A
Net Assets14.45B
CLBFX vs DODBX Comparison Chart
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CLBFX 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 CLBFX is a Buy and DODBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. DODBX (14.5B). DODBX pays higher dividends than CLBFX: DODBX (2.48) vs CLBFX (2.07). 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). DODBX annual gain was more profitable for investors over the last year : 5.94 vs. CLBFX (5.44). CLBFX return over 5 years is better than : 41.30 vs. DODBX (27.89).
| 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 | 4.519 | 5.832 | 77% |
| 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 | 2.07 | 2.48 | 83% |
| Returns for 1 year | 5.44 | 5.94 | 92% |
| Returns for 3 years | 34.29 | 17.95 | 191% |
| Returns for 5 years | 41.30 | 27.89 | 148% |
| Returns for 10 years | 73.68 | 18.82 | 392% |
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