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DODBX vs VBIAX
DODBX vs VBIAX Comparison
Open Charts DODBX vs VBIAX
Dodge & Cox Balanced I
Price$103.82
Change+$0.43 (+0.42%)
VolumeN/A
Net Assets14.27B
Vanguard Balanced Index Adm
Price$49.14
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
DODBX vs VBIAX Comparison Chart
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DODBX vs. VBIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. DODBX (14.3B). DODBX pays higher dividends than VBIAX: DODBX (2.63) vs VBIAX (1.98). DODBX was incepted earlier than VBIAX: DODBX (94 years) vs VBIAX (24 years). DODBX is a more actively managed with annual turnover of: 34.00 vs. VBIAX (19.00). DODBX has a lower initial minimum investment than VBIAX: DODBX (2500) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 12.42 vs. DODBX (6.50). VBIAX return over 5 years is better than : 28.95 vs. DODBX (8.79).
| DODBX | VBIAX | DODBX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 94 years | 24 years | - |
| Gain YTD | 2.085 | 1.361 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 57.5B | 25% |
| Annual Yield % from dividends | 2.63 | 1.98 | 133% |
| Returns for 1 year | 6.50 | 12.42 | 52% |
| Returns for 3 years | -1.30 | 7.75 | -17% |
| Returns for 5 years | 8.79 | 28.95 | 30% |
| Returns for 10 years | 18.18 | 84.29 | 22% |
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