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DOXBX vs RLBCX
DOXBX vs RLBCX Comparison
Open Charts DOXBX vs RLBCX
Dodge & Cox Balanced X
Price$110.28
Change+$0.42 (+0.38%)
VolumeN/A
Net Assets14.5B
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
DOXBX vs RLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 259B vs. DOXBX (14.5B). DOXBX pays higher dividends than RLBCX: DOXBX (2.46) vs RLBCX (1.53). 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). RLBCX annual gain was more profitable for investors over the last year : 9.58 vs. DOXBX (4.99).
| DOXBX | RLBCX | DOXBX / RLBCX | |
| Total Expense Ratio | 0.42 | 0.89 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 0.89 | 53% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 10.317 | 11.127 | 93% |
| 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 | 1.53 | 161% |
| Returns for 1 year | 4.99 | 9.58 | 52% |
| Returns for 3 years | 23.00 | 38.72 | 59% |
| Returns for 5 years | N/A | 37.90 | - |
| Returns for 10 years | N/A | 72.02 | - |
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