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CLBFX vs DOXBX
CLBFX vs DOXBX Comparison
Open Charts CLBFX vs DOXBX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Dodge & Cox Balanced X
Price$108.65
Change+$0.18 (+0.17%)
VolumeN/A
Net Assets14.64B
CLBFX vs DOXBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. DOXBX (14.6B). DOXBX pays higher dividends than CLBFX: DOXBX (2.52) vs CLBFX (1.99). CLBFX was incepted earlier than DOXBX: CLBFX (23 years) vs DOXBX (3 years). CLBFX (0.67) is less costly to investors than DOXBX (0.47). CLBFX is a more actively managed with annual turnover of: 44.00 vs. DOXBX (22.00). CLBFX has a lower initial minimum investment than DOXBX: CLBFX (250) vs DOXBX (2500). CLBFX annual gain was more profitable for investors over the last year : 10.40 vs. DOXBX (6.25).
| CLBFX | DOXBX | CLBFX / DOXBX | |
| Total Expense Ratio | 0.67 | 0.42 | 160% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 23 years | 3 years | - |
| Gain YTD | 9.111 | 8.450 | 108% |
| 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 | 2.52 | 79% |
| Returns for 1 year | 10.40 | 6.25 | 166% |
| Returns for 3 years | 36.42 | 18.65 | 195% |
| Returns for 5 years | 42.59 | N/A | - |
| Returns for 10 years | 81.10 | N/A | - |