DODBX vs. FBALX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Fidelity Balanced Fund (FBALX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
DODBX vs. FBALX - Performance Comparison
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DODBX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 0.09% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -4.66% | 11.51% |
FBALX Fidelity Balanced Fund | -1.37% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
Returns By Period
In the year-to-date period, DODBX achieves a 0.09% return, which is significantly higher than FBALX's -1.37% return. Over the past 10 years, DODBX has underperformed FBALX with an annualized return of 9.52%, while FBALX has yielded a comparatively higher 10.80% annualized return.
DODBX
- 1D
- 0.38%
- 1M
- -2.37%
- YTD
- 0.09%
- 6M
- 1.18%
- 1Y
- 10.96%
- 3Y*
- 11.23%
- 5Y*
- 7.18%
- 10Y*
- 9.52%
FBALX
- 1D
- 0.13%
- 1M
- -3.06%
- YTD
- -1.37%
- 6M
- 1.10%
- 1Y
- 19.30%
- 3Y*
- 13.66%
- 5Y*
- 7.74%
- 10Y*
- 10.80%
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DODBX vs. FBALX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Return for Risk
DODBX vs. FBALX — Risk / Return Rank
DODBX
FBALX
DODBX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Fidelity Balanced Fund (FBALX). 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 | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.33 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.93 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.99 | -0.80 |
Martin ratioReturn relative to average drawdown | 4.80 | 8.99 | -4.19 |
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 | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.33 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.64 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.85 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.79 | -0.06 |
Correlation
The correlation between DODBX and FBALX is 0.86, 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. FBALX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.22%, more than FBALX's 5.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 7.22% | 7.53% | 8.21% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 7.53% | 5.59% | 5.44% |
FBALX Fidelity Balanced Fund | 5.77% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
DODBX vs. FBALX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than FBALX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for DODBX and FBALX.
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Drawdown Indicators
| DODBX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -43.57% | -6.63% |
Max Drawdown (1Y)Largest decline over 1 year | -5.72% | -6.47% | +0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -22.89% | +5.15% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -26.68% | -4.61% |
Current DrawdownCurrent decline from peak | -3.70% | -4.20% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -4.39% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 1.80% | +0.11% |
Volatility
DODBX vs. FBALX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 2.89%, while Fidelity Balanced Fund (FBALX) has a volatility of 4.10%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.89% | 4.10% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 5.56% | 6.77% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.80% | 11.93% | -2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.81% | 12.17% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 12.74% | +0.52% |