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CLBFX vs DODBX
CLBFX vs DODBX Comparison
Open Charts CLBFX vs DODBX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Dodge & Cox Balanced I
Price$108.62
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets14.64B
CLBFX vs DODBX Comparison Chart in %
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CLBFX vs. DODBX commentary
Jul 28, 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: 254B vs. DODBX (14.6B). 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 annual gain was more profitable for investors over the last year : 10.40 vs. DODBX (6.15). CLBFX return over 5 years is better than : 42.59 vs. DODBX (28.35).
| 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 | 9.111 | 8.381 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 14.6B | 1,740% |
| Annual Yield % from dividends | 1.99 | 2.43 | 82% |
| Returns for 1 year | 10.40 | 6.15 | 169% |
| Returns for 3 years | 36.42 | 17.81 | 204% |
| Returns for 5 years | 42.59 | 28.35 | 150% |
| Returns for 10 years | 81.10 | 22.74 | 357% |
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