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DODBX or FBALX or VBIAX
DODBX vs FBALX vs VBIAX Comparison
Open Charts DODBX vs FBALX vs VBIAX
Dodge & Cox Balanced I
Price$106.89
Change-$0.86 (-0.80%)
VolumeN/A
Net Assets14.64B
Fidelity Balanced
Price$30.85
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets57.46B
Vanguard Balanced Index Adm
Price$49.83
Change-$0.22 (-0.44%)
VolumeN/A
Net Assets58.27B
DODBX vs FBALX vs VBIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VBIAX and FBALX has more cash in the bank: 58.3B and 57.5B vs. DODBX (14.6B). DODBX pays higher dividends than VBIAX and FBALX: DODBX (2.43) vs VBIAX (2.09) and FBALX (1.69). DODBX was incepted earlier than FBALX and VBIAX: DODBX (94 years) vs FBALX (39 years) and VBIAX (25 years). DODBX (0.52) is less costly to investors than FBALX (0.47) and VBIAX (0.07). FBALX is a more actively managed with annual turnover of: 24.00 vs. DODBX (22.00) and VBIAX (22.00). FBALX has a lower initial minimum investment than DODBX and VBIAX: FBALX (0) vs DODBX (2500) and VBIAX (3000). FBALX annual gain was more profitable for investors over the last year : 4.94 vs. VBIAX (4.48) and DODBX (4.26). VBIAX return over 5 years is better than : 31.42 vs. FBALX (29.78) and DODBX (26.39).
| DODBX | FBALX | VBIAX | |
| Total Expense Ratio | 0.52 | 0.47 | 0.07 |
| Annual Report Gross Expense Ratio | 0.52 | 0.47 | 0.07 |
| Fund Existence | 94 years | 39 years | 25 years |
| Gain YTD | 6.655 | 5.710 | 4.018 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 2500 | 0 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 14.6B | 57.5B | 58.3B |
| Annual Yield % from dividends | 2.43 | 1.69 | 2.09 |
| Returns for 1 year | 4.26 | 4.94 | 4.48 |
| Returns for 3 years | 17.61 | 29.92 | 27.52 |
| Returns for 5 years | 26.39 | 29.78 | 31.42 |
| Returns for 10 years | 19.19 | 47.28 | 84.13 |
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