Dodge & Cox Balanced Fund Class I (DODBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DODBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DODBX
DODBX charges 0.52% annually. There are 201 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | DODBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | DODBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DODBX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | DODBX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DODBX vs VTMFX |
Best Risk-Adjusted Alternatives to DODBX
DODBX has a PortfoliosLab risk / return rank of 67. There are 221 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | DODBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | DODBX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | DODBX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | DODBX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | DODBX vs FSRRX |
Top Performing DODBX Alternatives (YTD)
DODBX is at 6.18% YTD. There are 277 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | DODBX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | DODBX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | DODBX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | DODBX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | DODBX vs BRUFX |
Lowest Volatility Alternatives to DODBX
DODBX has 7.49% 1-year volatility. There are 189 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | DODBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | DODBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | DODBX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | DODBX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | DODBX vs CSTAX |
Lowest Drawdown Alternatives to DODBX
DODBX has a 1-year max drawdown of -5.72%. There are 192 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | DODBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | DODBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | DODBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | DODBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | DODBX vs CSTAX |
Other Mutual Funds from Dodge & Cox
The 10 most viewed Dodge & Cox mutual funds shown here include DODGX, DODIX, DODFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 56 | 9.15% | — | Jan 1965 | DODBX vs DODGX | |
| Dodge & Cox Income Fund | Intermediate Core-Plus Bond | 25 | -0.46% | — | — | DODBX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | 82 | 14.76% | — | May 2001 | DODBX vs DODFX | |
| Dodge & Cox Global Bond Fund Class I | Global Bonds | 34 | 0.79% | — | Apr 2014 | DODBX vs DODLX | |
| Dodge & Cox Stock Fund Class X | Large Cap Value Equities, Actively Managed | 55 | 9.20% | — | May 2022 | DODBX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 82 | 14.82% | — | Jan 2001 | DODBX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 78 | 11.89% | — | May 2008 | DODBX vs DODWX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 15 | -1.41% | — | May 2022 | DODBX vs DOXIX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Equities | 88 | 19.88% | — | May 2021 | DODBX vs DODEX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 23 | 0.12% | — | May 2014 | DODBX vs DOXLX |
Often Compared With DODBX
Investors most often compare DODBX with VWENX, FBALX, VTI. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare DODBX with Any Fund or Stock
Compare DODBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DODBX with funds that move differently
Dodge & Cox Balanced Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DODBX.
Explore DODBX Diversifiers