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DODBX vs PACLX
DODBX vs PACLX Comparison
Open Charts DODBX vs PACLX
Dodge & Cox Balanced I
Price$103.82
Change+$0.43 (+0.42%)
VolumeN/A
Net Assets14.27B
T. Rowe Price Capital Appreciation Adv
Price$34.64
Change+$0.12 (+0.35%)
VolumeN/A
Net Assets65.29B
DODBX vs PACLX Comparison Chart
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DODBX vs. PACLX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 65.3B vs. DODBX (14.3B). DODBX pays higher dividends than PACLX: DODBX (2.63) vs PACLX (1.77). DODBX was incepted earlier than PACLX: DODBX (94 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. DODBX (6.50) and PACLX (6.47) have marching annual gain over last year. PACLX return over 5 years is better than : 16.08 vs. DODBX (8.79).
| DODBX | PACLX | DODBX / PACLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 94 years | 20 years | - |
| Gain YTD | 2.085 | 1.763 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 65.3B | 22% |
| Annual Yield % from dividends | 2.63 | 1.77 | 149% |
| Returns for 1 year | 6.50 | 6.47 | 100% |
| Returns for 3 years | -1.30 | 2.96 | -44% |
| Returns for 5 years | 8.79 | 16.08 | 55% |
| Returns for 10 years | 18.18 | 51.85 | 35% |