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DODBX vs PACLX
DODBX vs PACLX Comparison
Open Charts DODBX vs PACLX
Dodge & Cox Balanced I
Price$111.83
Change+$0.24 (+0.22%)
VolumeN/A
Net Assets14.93B
T. Rowe Price Capital Appreciation Adv
Price$38.23
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets71.85B
DODBX vs PACLX Comparison Chart in %
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DODBX vs. PACLX commentary
Oct 27, 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: 71.9B vs. DODBX (14.9B). DODBX pays higher dividends than PACLX: DODBX (2.40) vs PACLX (1.75). 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 : 5.40 vs. PACLX (3.95). DODBX return over 5 years is better than : 28.68 vs. PACLX (19.28).
| 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 | 12.302 | 12.309 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 71.9B | 21% |
| Annual Yield % from dividends | 2.40 | 1.75 | 137% |
| Returns for 1 year | 5.40 | 3.95 | 137% |
| Returns for 3 years | 26.52 | 26.95 | 98% |
| Returns for 5 years | 28.68 | 19.28 | 149% |
| Returns for 10 years | 30.90 | 57.83 | 53% |
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