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DOXBX vs RLBEX
DOXBX vs RLBEX Comparison
Open Charts DOXBX vs RLBEX
Dodge & Cox Balanced X
Price$103.33
Change-$2.07 (-1.96%)
VolumeN/A
Net Assets14.96B
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
DOXBX vs RLBEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. DOXBX (15B). DOXBX pays higher dividends than RLBEX: DOXBX (2.60) vs RLBEX (1.97). DOXBX was incepted earlier than RLBEX: DOXBX (3 years) vs RLBEX (23 years). RLBEX (0.60) is less costly to investors than DOXBX (0.47). RLBEX is a more actively managed with annual turnover of: 171.00 vs. DOXBX (34.00). RLBEX has a lower initial minimum investment than DOXBX: RLBEX (250) vs DOXBX (2500). DOXBX annual gain was more profitable for investors over the last year : 2.56 vs. RLBEX (1.35).
| DOXBX | RLBEX | DOXBX / RLBEX | |
| Total Expense Ratio | 0.42 | 0.60 | 70% |
| Annual Report Gross Expense Ratio | 0.47 | 0.60 | 78% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 2.240 | -2.180 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 235B | 6% |
| Annual Yield % from dividends | 2.60 | 1.97 | 132% |
| Returns for 1 year | 2.56 | 1.35 | 189% |
| Returns for 3 years | N/A | 9.13 | - |
| Returns for 5 years | N/A | 46.09 | - |
| Returns for 10 years | N/A | 49.74 | - |