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DODBX vs VBIAX
DODBX vs VBIAX Comparison
Open Charts DODBX vs VBIAX
Dodge & Cox Balanced I
Price$106.98
Change-$0.78 (-0.72%)
VolumeN/A
Net Assets14.45B
Vanguard Balanced Index Adm
Price$48.70
Change-$0.42 (-0.86%)
VolumeN/A
Net Assets56.6B
DODBX vs VBIAX Comparison Chart
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DODBX vs. VBIAX commentary
Jun 15, 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 (2.48) vs VBIAX (2.14). 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 : 5.94 vs. VBIAX (3.75). VBIAX return over 5 years is better than : 32.38 vs. DODBX (27.89).
| 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 | 5.832 | 0.847 | 689% |
| 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 | 2.48 | 2.14 | 116% |
| Returns for 1 year | 5.94 | 3.75 | 158% |
| Returns for 3 years | 17.95 | 27.45 | 65% |
| Returns for 5 years | 27.89 | 32.38 | 86% |
| Returns for 10 years | 18.82 | 79.42 | 24% |
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