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DOXBX vs RLBAX
DOXBX vs RLBAX Comparison
Open Charts DOXBX vs RLBAX
Dodge & Cox Balanced X
Price$110.28
Change+$0.42 (+0.38%)
VolumeN/A
Net Assets14.5B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
DOXBX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. DOXBX (14.5B). DOXBX pays higher dividends than RLBAX: DOXBX (2.46) vs RLBAX (1.15). DOXBX was incepted earlier than RLBAX: DOXBX (3 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than DOXBX (0.47). RLBAX is a more actively managed with annual turnover of: 44.00 vs. DOXBX (22.00). RLBAX has a lower initial minimum investment than DOXBX: RLBAX (250) vs DOXBX (2500). RLBAX annual gain was more profitable for investors over the last year : 9.12 vs. DOXBX (4.99).
| DOXBX | RLBAX | DOXBX / RLBAX | |
| Total Expense Ratio | 0.42 | 1.31 | 32% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 10.317 | 10.805 | 95% |
| 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 | 259B | 6% |
| Annual Yield % from dividends | 2.46 | 1.15 | 214% |
| Returns for 1 year | 4.99 | 9.12 | 55% |
| Returns for 3 years | 23.00 | 37.15 | 62% |
| Returns for 5 years | N/A | 35.40 | - |
| Returns for 10 years | N/A | 67.71 | - |
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