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DOXBX vs RLBEX
DOXBX vs RLBEX Comparison
Open Charts DOXBX vs RLBEX
Dodge & Cox Balanced X
Price$107.72
Change+$0.69 (+0.64%)
VolumeN/A
Net Assets14.45B
American Funds American Balanced R4
Price$36.13
Change+$0.37 (+1.03%)
VolumeN/A
Net Assets245.53B
DOXBX vs RLBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 246B vs. DOXBX (14.5B). DOXBX pays higher dividends than RLBEX: DOXBX (2.57) vs RLBEX (1.90). DOXBX was incepted earlier than RLBEX: DOXBX (3 years) vs RLBEX (23 years). RLBEX (0.59) is less costly to investors than DOXBX (0.47). RLBEX is a more actively managed with annual turnover of: 44.00 vs. DOXBX (22.00). 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 : 5.55 vs. RLBEX (4.83).
| DOXBX | RLBEX | DOXBX / RLBEX | |
| Total Expense Ratio | 0.43 | 0.59 | 73% |
| Annual Report Gross Expense Ratio | 0.47 | 0.59 | 80% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 5.901 | 4.394 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 246B | 6% |
| Annual Yield % from dividends | 2.57 | 1.90 | 135% |
| Returns for 1 year | 5.55 | 4.83 | 115% |
| Returns for 3 years | 15.33 | 29.70 | 52% |
| Returns for 5 years | N/A | 38.71 | - |
| Returns for 10 years | N/A | 60.32 | - |
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