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DODBX vs PACLX
DODBX vs PACLX Comparison
Open Charts DODBX vs PACLX
Dodge & Cox Balanced I
Price$108.35
Change+$0.63 (+0.58%)
VolumeN/A
Net Assets14.45B
T. Rowe Price Capital Appreciation Adv
Price$36.14
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets67.78B
DODBX vs PACLX Comparison Chart in %
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DODBX vs. PACLX commentary
Jul 03, 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 PACLX is a Buy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 67.8B vs. DODBX (14.5B). DODBX pays higher dividends than PACLX: DODBX (2.43) vs PACLX (1.82). DODBX was incepted earlier than PACLX: DODBX (94 years) vs PACLX (21 years). PACLX (1.00) is less costly to investors than DODBX (0.52). PACLX is a more actively managed with annual turnover of: 85.00 vs. DODBX (22.00). DODBX (2500) and PACLX (2500) have matching initial minimum investment requirements. DODBX annual gain was more profitable for investors over the last year : 8.10 vs. PACLX (3.40). DODBX return over 5 years is better than : 30.83 vs. PACLX (23.12).
| DODBX | PACLX | DODBX / PACLX | |
| Total Expense Ratio | 0.52 | 0.97 | 54% |
| Annual Report Gross Expense Ratio | 0.52 | 1.00 | 52% |
| Fund Existence | 94 years | 21 years | - |
| Gain YTD | 8.111 | 6.169 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 67.8B | 21% |
| Annual Yield % from dividends | 2.43 | 1.82 | 134% |
| Returns for 1 year | 8.10 | 3.40 | 238% |
| Returns for 3 years | 18.88 | 20.70 | 91% |
| Returns for 5 years | 30.83 | 23.12 | 133% |
| Returns for 10 years | 22.58 | 51.08 | 44% |
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