DODBX
Price
$109.13
Change
-$0.54 (-0.49%)
Updated
Sep 20 closing price
PACLX
Price
$37.32
Change
-$0.12 (-0.32%)
Updated
Sep 20 closing price
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DODBX vs PACLX

Header iconDODBX vs PACLX Comparison
Open Charts DODBX vs PACLXBanner chart's image
Dodge & Cox Balanced I
Price$109.13
Change-$0.54 (-0.49%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation Adv
Price$37.32
Change-$0.12 (-0.32%)
VolumeN/A
CapitalizationN/A
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DODBX vs PACLX Comparison Chart
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VS
DODBX vs. PACLX commentary
Sep 21, 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 StrongBuy and PACLX is a StrongBuy.

FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 64.8B vs. DODBX (14.8B). 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 annual gain was more profitable for investors over the last year : 17.50 vs. DODBX (15.25). PACLX return over 5 years is better than : 26.80 vs. DODBX (16.93).
DODBXPACLXDODBX / PACLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence93 years20 years-
Gain YTD9.46311.77080%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets14.8B64.8B23%
Annual Yield % from dividends2.631.77149%
Returns for 1 year15.2517.5087%
Returns for 3 years1.052.2347%
Returns for 5 years16.9326.8063%
Returns for 10 years19.1852.8436%
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