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DODBX vs FBALX
DODBX vs FBALX Comparison
Open Charts DODBX vs FBALX
Dodge & Cox Balanced I
Price$105.93
Change+$0.39 (+0.37%)
VolumeN/A
Net Assets14.14B
Fidelity Balanced
Price$29.72
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets53.54B
DODBX vs FBALX Comparison Chart
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DODBX vs. FBALX commentary
May 31, 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: 53.5B vs. DODBX (14.1B). DODBX pays higher dividends than FBALX: DODBX (2.53) vs FBALX (1.83). 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). DODBX annual gain was more profitable for investors over the last year : 5.42 vs. FBALX (4.75). FBALX return over 5 years is better than : 31.02 vs. DODBX (28.50).
| 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 | 4.408 | 0.623 | 707% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 53.5B | 26% |
| Annual Yield % from dividends | 2.53 | 1.83 | 139% |
| Returns for 1 year | 5.42 | 4.75 | 114% |
| Returns for 3 years | 7.31 | 16.86 | 43% |
| Returns for 5 years | 28.50 | 31.02 | 92% |
| Returns for 10 years | 17.21 | 40.46 | 43% |
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