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DOXBX vs RLBEX
DOXBX vs RLBEX Comparison
Open Charts DOXBX vs RLBEX
Dodge & Cox Balanced X
Price$107.02
Change-$0.77 (-0.71%)
VolumeN/A
Net Assets14.45B
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
DOXBX vs RLBEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. DOXBX (14.5B). DOXBX pays higher dividends than RLBEX: DOXBX (2.57) vs RLBEX (1.90). DOXBX was incepted earlier than RLBEX: DOXBX (3 years) vs RLBEX (23 years). RLBEX (0.59) is less costly to investors than DOXBX (0.47). RLBEX is a more actively managed with annual turnover of: 44.00 vs. DOXBX (22.00). RLBEX has a lower initial minimum investment than DOXBX: RLBEX (250) vs DOXBX (2500). DOXBX annual gain was more profitable for investors over the last year : 6.05 vs. RLBEX (5.25).
| DOXBX | RLBEX | DOXBX / RLBEX | |
| Total Expense Ratio | 0.43 | 0.59 | 73% |
| Annual Report Gross Expense Ratio | 0.47 | 0.59 | 80% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 5.891 | 4.423 | 133% |
| 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 | 1.90 | 135% |
| Returns for 1 year | 6.05 | 5.25 | 115% |
| Returns for 3 years | 18.78 | 32.58 | 58% |
| Returns for 5 years | N/A | 38.29 | - |
| Returns for 10 years | N/A | 59.72 | - |
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