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DODBX vs RLBAX
DODBX vs RLBAX Comparison
Open Charts DODBX vs RLBAX
Dodge & Cox Balanced I
Price$108.46
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
DODBX vs RLBAX Comparison Chart in %
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DODBX vs. RLBAX commentary
Jul 07, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. DODBX (14.5B). DODBX pays higher dividends than RLBAX: DODBX (2.43) vs RLBAX (1.18). DODBX was incepted earlier than RLBAX: DODBX (94 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than DODBX (0.52). RLBAX is a more actively managed with annual turnover of: 44.00 vs. DODBX (22.00). RLBAX has a lower initial minimum investment than DODBX: RLBAX (250) vs DODBX (2500). DODBX annual gain was more profitable for investors over the last year : 7.66 vs. RLBAX (7.00). RLBAX return over 5 years is better than : 37.04 vs. DODBX (30.96).
| DODBX | RLBAX | DODBX / RLBAX | |
| Total Expense Ratio | 0.52 | 1.31 | 40% |
| Annual Report Gross Expense Ratio | 0.52 | 1.31 | 40% |
| Fund Existence | 94 years | 23 years | - |
| Gain YTD | 8.221 | 7.651 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 252B | 6% |
| Annual Yield % from dividends | 2.43 | 1.18 | 206% |
| Returns for 1 year | 7.66 | 7.00 | 110% |
| Returns for 3 years | 19.00 | 32.45 | 59% |
| Returns for 5 years | 30.96 | 37.04 | 84% |
| Returns for 10 years | 23.23 | 58.01 | 40% |
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