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DODBX or FBALX or FSKAX
DODBX vs FBALX vs FSKAX Comparison
Open Charts DODBX vs FBALX vs FSKAX
Dodge & Cox Balanced I
Price$110.04
Change+$0.06 (+0.05%)
VolumeN/A
Net Assets14.5B
Fidelity Balanced
Price$32.01
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets58.11B
Fidelity Total Market Index
Price$179.29
Change+$0.64 (+0.36%)
VolumeN/A
Net Assets113.87B
DODBX vs FBALX vs FSKAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSKAX has more cash in the bank: 114B vs. FBALX (58.1B) and DODBX (14.5B). DODBX pays higher dividends than FBALX and FSKAX: DODBX (2.45) vs FBALX (1.70) and FSKAX (1.01). DODBX was incepted earlier than FBALX and FSKAX: DODBX (94 years) vs FBALX (39 years) and FSKAX (14 years). DODBX (0.52) is less costly to investors than FBALX (0.47) and FSKAX (0.01). FBALX is a more actively managed with annual turnover of: 24.00 vs. DODBX (22.00) and FSKAX (3.00). FBALX and FSKAX has a lower initial minimum investment than DODBX: FBALX (0) and FSKAX (0) vs DODBX (2500). FSKAX annual gain was more profitable for investors over the last year : 17.46 vs. FBALX (7.84) and DODBX (4.44). FSKAX return over 5 years is better than : 93.33 vs. DODBX (25.51) and FBALX (25.35).
| DODBX | FBALX | FSKAX | |
| Total Expense Ratio | 0.52 | 0.47 | 0.01 |
| Annual Report Gross Expense Ratio | 0.52 | 0.47 | 0.01 |
| Fund Existence | 94 years | 39 years | 14 years |
| Gain YTD | 9.798 | 8.987 | 10.860 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 2500 | 0 | 0 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 14.5B | 58.1B | 114B |
| Annual Yield % from dividends | 2.45 | 1.70 | 1.01 |
| Returns for 1 year | 4.44 | 7.84 | 17.46 |
| Returns for 3 years | 18.73 | 30.37 | 65.22 |
| Returns for 5 years | 25.51 | 25.35 | 93.33 |
| Returns for 10 years | 30.11 | 60.28 | 260.35 |
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