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DODBX vs VBIAX
DODBX vs VBIAX Comparison
Open Charts DODBX vs VBIAX
Dodge & Cox Balanced I
Price$108.46
Change+$0.13 (+0.12%)
VolumeN/A
Net Assets14.45B
Vanguard Balanced Index Adm
Price$50.16
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
DODBX vs VBIAX Comparison Chart in %
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DODBX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 56.6B vs. DODBX (14.5B). DODBX pays higher dividends than VBIAX: DODBX (2.43) vs VBIAX (2.09). DODBX was incepted earlier than VBIAX: DODBX (94 years) vs VBIAX (25 years). DODBX (0.52) is less costly to investors than VBIAX (0.07). DODBX (22.00) and VBIAX (22.00) have comparable annual turnover. DODBX has a lower initial minimum investment than VBIAX: DODBX (2500) vs VBIAX (3000). DODBX annual gain was more profitable for investors over the last year : 7.66 vs. VBIAX (6.48). VBIAX return over 5 years is better than : 34.25 vs. DODBX (30.96).
| DODBX | VBIAX | DODBX / VBIAX | |
| Total Expense Ratio | 0.52 | 0.07 | 743% |
| Annual Report Gross Expense Ratio | 0.52 | 0.07 | 743% |
| Fund Existence | 94 years | 25 years | - |
| Gain YTD | 8.221 | 4.247 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 56.6B | 26% |
| Annual Yield % from dividends | 2.43 | 2.09 | 116% |
| Returns for 1 year | 7.66 | 6.48 | 118% |
| Returns for 3 years | 19.00 | 28.53 | 67% |
| Returns for 5 years | 30.96 | 34.25 | 90% |
| Returns for 10 years | 23.23 | 87.19 | 27% |