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DODBX vs PACLX
DODBX vs PACLX Comparison
Open Charts DODBX vs PACLX
Dodge & Cox Balanced I
Price$103.94
Change+$0.09 (+0.09%)
VolumeN/A
Net Assets14.14B
T. Rowe Price Capital Appreciation Adv
Price$34.22
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets63.71B
DODBX vs PACLX Comparison Chart
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DODBX vs. PACLX commentary
May 08, 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: 63.7B vs. DODBX (14.1B). DODBX pays higher dividends than PACLX: DODBX (2.53) vs PACLX (1.92). DODBX was incepted earlier than PACLX: DODBX (94 years) vs PACLX (20 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 : 3.28 vs. PACLX (-0.68). DODBX return over 5 years is better than : 30.39 vs. PACLX (21.37).
| 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 | 20 years | - |
| Gain YTD | 2.825 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 63.7B | 22% |
| Annual Yield % from dividends | 2.53 | 1.92 | 132% |
| Returns for 1 year | 3.28 | -0.68 | -483% |
| Returns for 3 years | 8.93 | 9.04 | 99% |
| Returns for 5 years | 30.39 | 21.37 | 142% |
| Returns for 10 years | 15.72 | 42.84 | 37% |
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