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DODBX vs PACLX
DODBX vs PACLX Comparison
Open Charts DODBX vs PACLX
Dodge & Cox Balanced I
Price$109.09
Change-$0.34 (-0.31%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation Adv
Price$37.54
Change-$0.43 (-1.13%)
VolumeN/A
CapitalizationN/A
DODBX vs PACLX Comparison Chart
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DODBX vs. PACLX commentary
Nov 18, 2024
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 PACLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 65.1B vs. DODBX (14.7B). DODBX pays higher dividends than PACLX: DODBX (2.63) vs PACLX (1.77). DODBX was incepted earlier than PACLX: DODBX (93 years) vs PACLX (20 years). PACLX is a more actively managed with annual turnover of: 65.10 vs. DODBX (34.00). DODBX (2500) and PACLX (2500) have matching initial minimum investment requirements. PACLX (16.14) and DODBX (15.56) have marching annual gain over last year. PACLX return over 5 years is better than : 24.86 vs. DODBX (13.89).
| DODBX | PACLX | DODBX / PACLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 93 years | 20 years | - |
| Gain YTD | 10.101 | 12.429 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 65.1B | 23% |
| Annual Yield % from dividends | 2.63 | 1.77 | 149% |
| Returns for 1 year | 15.56 | 16.14 | 96% |
| Returns for 3 years | -2.45 | -1.54 | 159% |
| Returns for 5 years | 13.89 | 24.86 | 56% |
| Returns for 10 years | 19.55 | 48.10 | 41% |