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DODBX vs VBAIX
DODBX vs VBAIX Comparison
Open Charts DODBX vs VBAIX
Dodge & Cox Balanced I
Price$101.08
Change+$3.83 (+3.94%)
VolumeN/A
Net Assets14.4B
Vanguard Balanced Index I
Price$45.77
Change+$2.40 (+5.53%)
VolumeN/A
Net Assets55.53B
DODBX vs VBAIX Comparison Chart
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DODBX vs. VBAIX commentary
Apr 11, 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 Hold and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 55.5B vs. DODBX (14.4B). DODBX pays higher dividends than VBAIX: DODBX (2.50) 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 is a more actively managed with annual turnover of: 34.00 vs. VBAIX (19.00). DODBX has a lower initial minimum investment than VBAIX: DODBX (2500) vs VBAIX (5000000). DODBX annual gain was more profitable for investors over the last year : -3.68 vs. VBAIX (-5.02). VBAIX (26.17) and DODBX (25.06) 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 | -3.793 | -10.207 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 55.5B | 26% |
| Annual Yield % from dividends | 2.50 | 2.22 | 113% |
| Returns for 1 year | -3.68 | -5.02 | 73% |
| Returns for 3 years | -3.36 | -0.42 | 790% |
| Returns for 5 years | 25.06 | 26.17 | 96% |
| Returns for 10 years | 8.65 | 58.76 | 15% |
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