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CLBFX vs DODBX
CLBFX vs DODBX Comparison
Open Charts CLBFX vs DODBX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Dodge & Cox Balanced I
Price$108.46
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
CLBFX vs DODBX Comparison Chart in %
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CLBFX vs. DODBX commentary
Jul 07, 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: 252B vs. DODBX (14.5B). DODBX pays higher dividends than CLBFX: DODBX (2.43) vs CLBFX (1.99). 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 (8.02) and DODBX (7.66) have marching annual gain over last year. CLBFX return over 5 years is better than : 44.49 vs. DODBX (30.96).
| 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 | 8.169 | 8.221 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 14.5B | 1,738% |
| Annual Yield % from dividends | 1.99 | 2.43 | 82% |
| Returns for 1 year | 8.02 | 7.66 | 105% |
| Returns for 3 years | 36.80 | 19.00 | 194% |
| Returns for 5 years | 44.49 | 30.96 | 144% |
| Returns for 10 years | 81.14 | 23.23 | 349% |
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