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DODBX vs FBALX
DODBX vs FBALX Comparison
Open Charts DODBX vs FBALX
Dodge & Cox Balanced I
Price$106.89
Change-$0.86 (-0.80%)
VolumeN/A
Net Assets14.64B
Fidelity Balanced
Price$30.85
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets57.46B
DODBX vs FBALX Comparison Chart in %
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DODBX vs. FBALX commentary
Jul 16, 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 Buy.
FUNDAMENTALS
Fundamentals
FBALX has more cash in the bank: 57.5B vs. DODBX (14.6B). DODBX pays higher dividends than FBALX: DODBX (2.43) vs FBALX (1.69). 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 : 4.94 vs. DODBX (4.26). FBALX return over 5 years is better than : 29.78 vs. DODBX (26.39).
| 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 | 6.655 | 5.710 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 57.5B | 25% |
| Annual Yield % from dividends | 2.43 | 1.69 | 144% |
| Returns for 1 year | 4.26 | 4.94 | 86% |
| Returns for 3 years | 17.61 | 29.92 | 59% |
| Returns for 5 years | 26.39 | 29.78 | 89% |
| Returns for 10 years | 19.19 | 47.28 | 41% |
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