Dodge & Cox Balanced Fund (DODBX) Alternatives
Dodge & Cox Balanced Fund (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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DODBX
DODBX charges 0.52% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among DODBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | DODBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | DODBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | DODBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | DODBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | DODBX vs BWBIX |
Best Risk-Adjusted Alternatives to DODBX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | DODBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | DODBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | DODBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | DODBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | DODBX vs PMAIX |
Top Performing DODBX Alternatives (YTD)
DODBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | DODBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | DODBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | DODBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | DODBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | DODBX vs CONWX |
Lowest Volatility Alternatives to DODBX
DODBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | DODBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | DODBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | DODBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | DODBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | DODBX vs SICIX |
Lowest Drawdown Alternatives to DODBX
DODBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | DODBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | DODBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | DODBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | DODBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | DODBX vs SICIX |
Other Mutual Funds from Dodge & Cox
Most popular Dodge & Cox mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 14 | -3.67% | Jan 4, 1965 | DODBX vs DODGX | |
| Dodge & Cox Income Fund | Total Bond Market | 67 | -0.19% | — | DODBX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities | 80 | -1.76% | — | DODBX vs DODFX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 82 | -0.65% | Apr 30, 2014 | DODBX vs DODLX | |
| Dodge & Cox Stock Fund | Large Cap Value Equities | 14 | -3.64% | Apr 1, 1965 | DODBX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 80 | -1.76% | Jan 5, 2001 | DODBX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 45 | -3.29% | May 1, 2008 | DODBX vs DODWX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Diversified | 93 | 3.84% | May 10, 2021 | DODBX vs DODEX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 67 | -0.17% | May 2, 2022 | DODBX vs DOXIX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 81 | -0.63% | May 1, 2014 | DODBX vs DOXLX |
Often Compared With DODBX
What investors most often compare with DODBX, 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.