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CLBFX vs DOXBX
CLBFX vs DOXBX Comparison
Open Charts CLBFX vs DOXBX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Dodge & Cox Balanced X
Price$108.48
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
CLBFX vs DOXBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. DOXBX (14.5B). 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 (8.02) and DOXBX (7.76) have marching annual gain over last year.
| CLBFX | DOXBX | CLBFX / DOXBX | |
| Total Expense Ratio | 0.67 | 0.43 | 156% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 23 years | 3 years | - |
| Gain YTD | 8.169 | 8.281 | 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 | 2.52 | 79% |
| Returns for 1 year | 8.02 | 7.76 | 103% |
| Returns for 3 years | 36.80 | 19.85 | 185% |
| Returns for 5 years | 44.49 | N/A | - |
| Returns for 10 years | 81.14 | N/A | - |
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