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DOXBX vs RLBAX
DOXBX vs RLBAX Comparison
Open Charts DOXBX vs RLBAX
Dodge & Cox Balanced X
Price$108.88
Change+$0.16 (+0.15%)
VolumeN/A
Net Assets14.5B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
DOXBX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. DOXBX (14.5B). DOXBX pays higher dividends than RLBAX: DOXBX (2.54) vs RLBAX (1.17). 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 : 7.15 vs. DOXBX (5.01).
| 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 | 8.680 | 9.243 | 94% |
| 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 | 256B | 6% |
| Annual Yield % from dividends | 2.54 | 1.17 | 217% |
| Returns for 1 year | 5.01 | 7.15 | 70% |
| Returns for 3 years | 13.59 | 27.06 | 50% |
| Returns for 5 years | N/A | 33.77 | - |
| Returns for 10 years | N/A | 59.12 | - |
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