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DODBX vs VBAIX
DODBX vs VBAIX Comparison
Open Charts DODBX vs VBAIX
Dodge & Cox Balanced I
Price$108.46
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
DODBX vs VBAIX Comparison Chart in %
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DODBX vs. VBAIX commentary
Jul 06, 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: 56.6B vs. DODBX (14.5B). DODBX pays higher dividends than VBAIX: DODBX (2.43) vs VBAIX (2.10). DODBX was incepted earlier than VBAIX: DODBX (94 years) vs VBAIX (25 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). DODBX annual gain was more profitable for investors over the last year : 7.66 vs. VBAIX (6.51). VBAIX return over 5 years is better than : 34.28 vs. DODBX (30.96).
| 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 | 25 years | - |
| Gain YTD | 8.221 | 4.249 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 56.6B | 26% |
| Annual Yield % from dividends | 2.43 | 2.10 | 116% |
| Returns for 1 year | 7.66 | 6.51 | 118% |
| Returns for 3 years | 19.00 | 28.54 | 67% |
| Returns for 5 years | 30.96 | 34.28 | 90% |
| Returns for 10 years | 23.23 | 87.33 | 27% |
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