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DOXBX vs RLBCX
DOXBX vs RLBCX Comparison
Open Charts DOXBX vs RLBCX
Dodge & Cox Balanced X
Price$108.88
Change+$0.16 (+0.15%)
VolumeN/A
Net Assets14.5B
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
DOXBX vs RLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. DOXBX (14.5B). DOXBX pays higher dividends than RLBCX: DOXBX (2.54) vs RLBCX (1.56). 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 : 7.61 vs. DOXBX (5.01).
| 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 | 8.680 | 9.537 | 91% |
| 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 | 1.56 | 163% |
| Returns for 1 year | 5.01 | 7.61 | 66% |
| Returns for 3 years | 13.59 | 28.47 | 48% |
| Returns for 5 years | N/A | 36.26 | - |
| Returns for 10 years | N/A | 63.18 | - |
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