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DODBX vs VBAIX
DODBX vs VBAIX Comparison
Open Charts DODBX vs VBAIX
Dodge & Cox Balanced I
Price$104.95
Change-$0.25 (-0.24%)
VolumeN/A
Net Assets14.14B
Vanguard Balanced Index I
Price$47.79
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets54.87B
DODBX vs VBAIX Comparison Chart
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DODBX vs. VBAIX commentary
May 23, 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 VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 54.9B vs. DODBX (14.1B). DODBX pays higher dividends than VBAIX: DODBX (2.53) vs VBAIX (2.22). DODBX was incepted earlier than VBAIX: DODBX (94 years) vs VBAIX (24 years). DODBX (0.52) is less costly to investors than VBAIX (0.06). DODBX (22.00) and VBAIX (22.00) have comparable annual turnover. DODBX has a lower initial minimum investment than VBAIX: DODBX (2500) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 3.41 vs. DODBX (3.02). VBAIX (32.57) and DODBX (32.09) have equivalent 5 years return.
| DODBX | VBAIX | DODBX / VBAIX | |
| Total Expense Ratio | 0.52 | 0.06 | 867% |
| Annual Report Gross Expense Ratio | 0.52 | 0.06 | 867% |
| Fund Existence | 94 years | 24 years | - |
| Gain YTD | 3.824 | -1.139 | -336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 54.9B | 26% |
| Annual Yield % from dividends | 2.53 | 2.22 | 114% |
| Returns for 1 year | 3.02 | 3.41 | 89% |
| Returns for 3 years | 9.95 | 18.84 | 53% |
| Returns for 5 years | 32.09 | 32.57 | 99% |
| Returns for 10 years | 16.06 | 74.56 | 22% |
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