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DOXBX vs RLBAX
DOXBX vs RLBAX Comparison
Open Charts DOXBX vs RLBAX
Dodge & Cox Balanced X
Price$107.02
Change-$0.77 (-0.71%)
VolumeN/A
Net Assets14.45B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
DOXBX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. DOXBX (14.5B). DOXBX pays higher dividends than RLBAX: DOXBX (2.57) vs RLBAX (1.23). 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). DOXBX annual gain was more profitable for investors over the last year : 6.05 vs. RLBAX (4.45).
| DOXBX | RLBAX | DOXBX / RLBAX | |
| Total Expense Ratio | 0.43 | 1.31 | 33% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 5.891 | 4.085 | 144% |
| 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 | 2.57 | 1.23 | 209% |
| Returns for 1 year | 6.05 | 4.45 | 136% |
| Returns for 3 years | 18.78 | 30.02 | 63% |
| Returns for 5 years | N/A | 34.05 | - |
| Returns for 10 years | N/A | 51.23 | - |
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