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DODBX vs PACLX
DODBX vs PACLX Comparison
Open Charts DODBX vs PACLX
Dodge & Cox Balanced I
Price$110.89
Change+$0.46 (+0.42%)
VolumeN/A
Net Assets14.93B
T. Rowe Price Capital Appreciation Adv
Price$37.80
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets70.55B
DODBX vs PACLX Comparison Chart in %
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DODBX vs. PACLX commentary
Oct 19, 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 DODBX is a Hold and PACLX is a Hold.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 70.6B vs. DODBX (14.9B). DODBX pays higher dividends than PACLX: DODBX (2.40) vs PACLX (1.75). DODBX was incepted earlier than PACLX: DODBX (94 years) vs PACLX (21 years). PACLX (1.00) is less costly to investors than DODBX (0.52). PACLX is a more actively managed with annual turnover of: 85.00 vs. DODBX (22.00). DODBX (2500) and PACLX (2500) have matching initial minimum investment requirements. DODBX annual gain was more profitable for investors over the last year : 3.66 vs. PACLX (2.05). DODBX return over 5 years is better than : 27.97 vs. PACLX (18.74).
| DODBX | PACLX | DODBX / PACLX | |
| Total Expense Ratio | 0.52 | 0.97 | 54% |
| Annual Report Gross Expense Ratio | 0.52 | 1.00 | 52% |
| Fund Existence | 94 years | 21 years | - |
| Gain YTD | 11.358 | 11.046 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 70.6B | 21% |
| Annual Yield % from dividends | 2.40 | 1.75 | 137% |
| Returns for 1 year | 3.66 | 2.05 | 179% |
| Returns for 3 years | 27.97 | 27.58 | 101% |
| Returns for 5 years | 27.97 | 18.74 | 149% |
| Returns for 10 years | 30.98 | 57.50 | 54% |
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