DODBX vs. CSTAX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and American Funds College 2027 Fund (CSTAX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
DODBX vs. CSTAX - Performance Comparison
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DODBX vs. CSTAX - 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% | 11.51% |
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
Returns By Period
In the year-to-date period, DODBX achieves a -1.71% return, which is significantly lower than CSTAX's -0.65% return. Over the past 10 years, DODBX has outperformed CSTAX with an annualized return of 9.30%, while CSTAX has yielded a comparatively lower 4.97% annualized 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%
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
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DODBX vs. CSTAX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than CSTAX's 0.41% expense ratio.
Return for Risk
DODBX vs. CSTAX — Risk / Return Rank
DODBX
CSTAX
DODBX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and American Funds College 2027 Fund (CSTAX). 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 | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.73 | -0.99 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.47 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.35 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 2.23 | -1.33 |
Martin ratioReturn relative to average drawdown | 3.71 | 9.16 | -5.45 |
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 | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.73 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.57 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.86 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.86 | -0.13 |
Correlation
The correlation between DODBX and CSTAX is 0.77, 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. CSTAX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.35%, more than CSTAX's 5.30% 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% |
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Drawdowns
DODBX vs. CSTAX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for DODBX and CSTAX.
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Drawdown Indicators
| DODBX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -14.52% | -35.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -2.72% | -4.99% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -14.52% | -3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -14.52% | -16.77% |
Current DrawdownCurrent decline from peak | -5.43% | -2.48% | -2.95% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -2.37% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 0.66% | +1.20% |
Volatility
DODBX vs. CSTAX - Volatility Comparison
Dodge & Cox Balanced Fund (DODBX) has a higher volatility of 2.56% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that DODBX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 1.32% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 5.40% | 2.05% | +3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 3.47% | +6.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.81% | 5.16% | +5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 5.82% | +7.44% |