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DODBX vs RLBAX
DODBX vs RLBAX Comparison
Open Charts DODBX vs RLBAX
Dodge & Cox Balanced I
Price$106.98
Change-$0.78 (-0.72%)
VolumeN/A
Net Assets14.45B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
DODBX vs RLBAX Comparison Chart
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DODBX vs. RLBAX commentary
Jun 16, 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: 244B vs. DODBX (14.5B). DODBX pays higher dividends than RLBAX: DODBX (2.48) vs RLBAX (1.23). 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 : 5.94 vs. RLBAX (4.45). RLBAX return over 5 years is better than : 34.05 vs. DODBX (27.89).
| 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 | 5.832 | 4.085 | 143% |
| 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 | 244B | 6% |
| Annual Yield % from dividends | 2.48 | 1.23 | 201% |
| Returns for 1 year | 5.94 | 4.45 | 134% |
| Returns for 3 years | 17.95 | 30.02 | 60% |
| Returns for 5 years | 27.89 | 34.05 | 82% |
| Returns for 10 years | 18.82 | 51.23 | 37% |
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