DODBX vs. BALCX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and American Funds American Balanced Fund Class C (BALCX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. BALCX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
DODBX vs. BALCX - Performance Comparison
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DODBX vs. BALCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | -0.36% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -4.66% | 11.51% |
BALCX American Funds American Balanced Fund Class C | -1.33% | 17.58% | 14.00% | 12.97% | -12.77% | 14.87% | 10.06% | 17.66% | -4.09% | 14.02% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly higher than BALCX's -1.33% return. Over the past 10 years, DODBX has outperformed BALCX with an annualized return of 9.45%, while BALCX has yielded a comparatively lower 8.40% annualized return.
DODBX
- 1D
- 1.37%
- 1M
- -3.79%
- YTD
- -0.36%
- 6M
- 1.20%
- 1Y
- 8.67%
- 3Y*
- 11.26%
- 5Y*
- 7.08%
- 10Y*
- 9.45%
BALCX
- 1D
- 1.75%
- 1M
- -4.96%
- YTD
- -1.33%
- 6M
- 1.67%
- 1Y
- 16.04%
- 3Y*
- 13.35%
- 5Y*
- 7.46%
- 10Y*
- 8.40%
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DODBX vs. BALCX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is lower than BALCX's 1.31% expense ratio.
Return for Risk
DODBX vs. BALCX — Risk / Return Rank
DODBX
BALCX
DODBX vs. BALCX - 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 C (BALCX). 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 | BALCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.48 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.17 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.31 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.29 | -1.18 |
Martin ratioReturn relative to average drawdown | 4.57 | 9.52 | -4.95 |
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 | BALCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.48 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.72 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.79 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.58 | +0.14 |
Correlation
The correlation between DODBX and BALCX is 0.91, 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. BALCX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, less than BALCX's 7.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 7.25% | 7.53% | 8.21% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 7.53% | 5.59% | 5.44% |
BALCX American Funds American Balanced Fund Class C | 7.69% | 7.61% | 6.37% | 1.54% | 1.53% | 3.60% | 3.68% | 2.79% | 4.67% | 4.17% | 3.51% | 4.81% |
Drawdowns
DODBX vs. BALCX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than BALCX's maximum drawdown of -40.88%. Use the drawdown chart below to compare losses from any high point for DODBX and BALCX.
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Drawdown Indicators
| DODBX | BALCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -40.88% | -9.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -7.36% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -19.22% | +1.48% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -22.38% | -8.91% |
Current DrawdownCurrent decline from peak | -4.13% | -5.45% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -4.48% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.78% | +0.10% |
Volatility
DODBX vs. BALCX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 3.03%, while American Funds American Balanced Fund Class C (BALCX) has a volatility of 3.88%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than BALCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | BALCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 3.88% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 6.96% | -1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 11.19% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 10.44% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 10.62% | +2.64% |