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DODBX vs FBALX
DODBX vs FBALX Comparison
Open Charts DODBX vs FBALX
Dodge & Cox Balanced I
Price$110.04
Change+$0.06 (+0.05%)
VolumeN/A
Net Assets14.5B
Fidelity Balanced
Price$32.01
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets58.11B
DODBX vs FBALX Comparison Chart in %
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DODBX vs. FBALX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DODBX is a Buy and FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBALX has more cash in the bank: 58.1B vs. DODBX (14.5B). DODBX pays higher dividends than FBALX: DODBX (2.45) vs FBALX (1.70). DODBX was incepted earlier than FBALX: DODBX (94 years) vs FBALX (39 years). DODBX (0.52) is less costly to investors than FBALX (0.47). FBALX is a more actively managed with annual turnover of: 24.00 vs. DODBX (22.00). FBALX has a lower initial minimum investment than DODBX: FBALX (0) vs DODBX (2500). FBALX annual gain was more profitable for investors over the last year : 7.84 vs. DODBX (4.44). DODBX (25.51) and FBALX (25.35) have equivalent 5 years return.
| DODBX | FBALX | DODBX / FBALX | |
| Total Expense Ratio | 0.52 | 0.47 | 111% |
| Annual Report Gross Expense Ratio | 0.52 | 0.47 | 111% |
| Fund Existence | 94 years | 39 years | - |
| Gain YTD | 9.798 | 8.987 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 58.1B | 25% |
| Annual Yield % from dividends | 2.45 | 1.70 | 144% |
| Returns for 1 year | 4.44 | 7.84 | 57% |
| Returns for 3 years | 18.73 | 30.37 | 62% |
| Returns for 5 years | 25.51 | 25.35 | 101% |
| Returns for 10 years | 30.11 | 60.28 | 50% |
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