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DOXBX vs RLBCX
DOXBX vs RLBCX Comparison
Open Charts DOXBX vs RLBCX
Dodge & Cox Balanced X
Price$108.48
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
DOXBX vs RLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. DOXBX (14.5B). DOXBX pays higher dividends than RLBCX: DOXBX (2.52) vs RLBCX (1.57). DOXBX was incepted earlier than RLBCX: DOXBX (3 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than DOXBX (0.47). RLBCX is a more actively managed with annual turnover of: 44.00 vs. DOXBX (22.00). RLBCX has a lower initial minimum investment than DOXBX: RLBCX (250) vs DOXBX (2500). DOXBX (7.76) and RLBCX (7.52) have marching annual gain over last year.
| DOXBX | RLBCX | DOXBX / RLBCX | |
| Total Expense Ratio | 0.43 | 0.89 | 48% |
| Annual Report Gross Expense Ratio | 0.47 | 0.89 | 53% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 8.281 | 7.917 | 105% |
| 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 | 2.52 | 1.57 | 161% |
| Returns for 1 year | 7.76 | 7.52 | 103% |
| Returns for 3 years | 19.85 | 34.01 | 58% |
| Returns for 5 years | N/A | 39.59 | - |
| Returns for 10 years | N/A | 62.14 | - |
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