DODBX
Price
$110.48
Change
+$0.23 (+0.21%)
Updated
Sep 5 closing price
Net Assets
14.5B
PACLX
Price
$37.06
Change
-$0.14 (-0.38%)
Updated
Sep 5 closing price
Net Assets
69.39B
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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$110.48
Change+$0.23 (+0.21%)
VolumeN/A
Net Assets14.5B
T. Rowe Price Capital Appreciation Adv
Price$37.06
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets69.39B
DODBX vs PACLX Comparison Chart in %
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DODBX vs. PACLX commentary
Sep 09, 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.

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FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 69.4B vs. DODBX (14.5B). DODBX pays higher dividends than PACLX: DODBX (2.38) vs PACLX (1.77). 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 : 4.89 vs. PACLX (3.65). DODBX return over 5 years is better than : 26.69 vs. PACLX (19.92).
DODBXPACLXDODBX / PACLX
Total Expense Ratio0.520.9754%
Annual Report Gross Expense Ratio0.521.0052%
Fund Existence94 years21 years-
Gain YTD10.2378.872115%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets14.5B69.4B21%
Annual Yield % from dividends2.381.77134%
Returns for 1 year4.893.65134%
Returns for 3 years22.1420.22109%
Returns for 5 years26.6919.92134%
Returns for 10 years30.7157.8053%
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