Interact to see
Advertisement
Advertisement
DOXBX vs RLBEX
DOXBX vs RLBEX Comparison
Open Charts DOXBX vs RLBEX
Dodge & Cox Balanced X
Price$13.91
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets14.77B
American Funds American Balanced R4
Price$39.48
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
DOXBX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 268B vs. DOXBX (14.8B). DOXBX pays higher dividends than RLBEX: DOXBX (2.51) vs RLBEX (1.71). DOXBX was incepted earlier than RLBEX: DOXBX (4 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). RLBEX annual gain was more profitable for investors over the last year : 9.94 vs. DOXBX (3.88).
| DOXBX | RLBEX | DOXBX / RLBEX | |
| Total Expense Ratio | 0.42 | 0.59 | 71% |
| Annual Report Gross Expense Ratio | 0.47 | 0.59 | 80% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 11.820 | 16.221 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 268B | 6% |
| Annual Yield % from dividends | 2.51 | 1.71 | 146% |
| Returns for 1 year | 3.88 | 9.94 | 39% |
| Returns for 3 years | 21.20 | 43.51 | 49% |
| Returns for 5 years | N/A | 41.28 | - |
| Returns for 10 years | N/A | 80.23 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement