DODBX vs. AFMBX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and American Funds American Balanced Fund Class F-3 (AFMBX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. AFMBX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
DODBX vs. AFMBX - Performance Comparison
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DODBX vs. AFMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | -1.71% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -4.66% | 6.81% |
AFMBX American Funds American Balanced Fund Class F-3 | -2.79% | 18.82% | 15.36% | 13.89% | -11.83% | 16.12% | 11.17% | 18.96% | -3.07% | 10.06% |
Returns By Period
In the year-to-date period, DODBX achieves a -1.71% return, which is significantly higher than AFMBX's -2.79% return.
DODBX
- 1D
- 0.31%
- 1M
- -5.43%
- YTD
- -1.71%
- 6M
- 0.13%
- 1Y
- 7.31%
- 3Y*
- 10.76%
- 5Y*
- 6.96%
- 10Y*
- 9.30%
AFMBX
- 1D
- -0.11%
- 1M
- -6.77%
- YTD
- -2.79%
- 6M
- 1.01%
- 1Y
- 15.69%
- 3Y*
- 13.85%
- 5Y*
- 8.39%
- 10Y*
- —
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DODBX vs. AFMBX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than AFMBX's 0.25% expense ratio.
Return for Risk
DODBX vs. AFMBX — Risk / Return Rank
DODBX
AFMBX
DODBX vs. AFMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and American Funds American Balanced Fund Class F-3 (AFMBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DODBX | AFMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.46 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.14 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.30 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 2.05 | -1.16 |
Martin ratioReturn relative to average drawdown | 3.71 | 8.76 | -5.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DODBX | AFMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.46 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.81 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.84 | -0.11 |
Correlation
The correlation between DODBX and AFMBX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DODBX vs. AFMBX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.35%, less than AFMBX's 8.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 7.35% | 7.53% | 8.21% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 7.53% | 5.59% | 5.44% |
AFMBX American Funds American Balanced Fund Class F-3 | 8.86% | 8.57% | 7.51% | 2.27% | 2.63% | 4.60% | 4.65% | 3.78% | 5.81% | 4.94% | 0.00% | 0.00% |
Drawdowns
DODBX vs. AFMBX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than AFMBX's maximum drawdown of -22.34%. Use the drawdown chart below to compare losses from any high point for DODBX and AFMBX.
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Drawdown Indicators
| DODBX | AFMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -22.34% | -27.86% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -7.34% | -0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -18.58% | +0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | — | — |
Current DrawdownCurrent decline from peak | -5.43% | -6.98% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -3.25% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.72% | +0.14% |
Volatility
DODBX vs. AFMBX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 2.56%, while American Funds American Balanced Fund Class F-3 (AFMBX) has a volatility of 3.26%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than AFMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | AFMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 3.26% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 5.40% | 6.74% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 11.10% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.81% | 10.42% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 11.16% | +2.10% |