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DOXBX vs RLBEX
DOXBX vs RLBEX Comparison
Open Charts DOXBX vs RLBEX
Dodge & Cox Balanced X
Price$107.53
Change+$0.05 (+0.05%)
VolumeN/A
Net Assets14.64B
American Funds American Balanced R4
Price$36.80
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
DOXBX vs RLBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. DOXBX (14.6B). DOXBX pays higher dividends than RLBEX: DOXBX (2.52) vs RLBEX (1.83). 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). RLBEX annual gain was more profitable for investors over the last year : 7.02 vs. DOXBX (4.10).
| DOXBX | RLBEX | DOXBX / RLBEX | |
| Total Expense Ratio | 0.42 | 0.59 | 71% |
| Annual Report Gross Expense Ratio | 0.47 | 0.59 | 80% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 7.282 | 8.122 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 252B | 6% |
| Annual Yield % from dividends | 2.52 | 1.83 | 138% |
| Returns for 1 year | 4.10 | 7.02 | 58% |
| Returns for 3 years | 19.33 | 36.03 | 54% |
| Returns for 5 years | N/A | 38.92 | - |
| Returns for 10 years | N/A | 64.39 | - |
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