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CLBFX vs DOXBX
CLBFX vs DOXBX Comparison
Open Charts CLBFX vs DOXBX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Dodge & Cox Balanced X
Price$110.28
Change+$0.42 (+0.38%)
VolumeN/A
Net Assets14.5B
CLBFX vs DOXBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. DOXBX (14.5B). DOXBX pays higher dividends than CLBFX: DOXBX (2.46) vs CLBFX (1.94). 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 : 10.11 vs. DOXBX (4.99).
| 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 | 11.495 | 10.317 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 14.5B | 1,786% |
| Annual Yield % from dividends | 1.94 | 2.46 | 79% |
| Returns for 1 year | 10.11 | 4.99 | 202% |
| Returns for 3 years | 41.65 | 23.00 | 181% |
| Returns for 5 years | 42.70 | N/A | - |
| Returns for 10 years | 92.18 | N/A | - |