DODBX vs. PALDX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and PGIM 60/40 Allocation Fund (PALDX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. PALDX is managed by PGIM. It was launched on Sep 12, 2017.
Performance
DODBX vs. PALDX - Performance Comparison
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DODBX vs. PALDX - 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% | 5.18% |
PALDX PGIM 60/40 Allocation Fund | -3.62% | 13.62% | 18.96% | 18.90% | -15.65% | 16.30% | 10.68% | 22.27% | -4.12% | 5.95% |
Returns By Period
In the year-to-date period, DODBX achieves a -1.71% return, which is significantly higher than PALDX's -3.62% 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%
PALDX
- 1D
- -0.22%
- 1M
- -5.44%
- YTD
- -3.62%
- 6M
- -1.03%
- 1Y
- 12.43%
- 3Y*
- 13.72%
- 5Y*
- 7.99%
- 10Y*
- —
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DODBX vs. PALDX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than PALDX's 0.03% expense ratio.
Return for Risk
DODBX vs. PALDX — Risk / Return Rank
DODBX
PALDX
DODBX vs. PALDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and PGIM 60/40 Allocation Fund (PALDX). 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 | PALDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.12 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.65 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.25 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.42 | -0.53 |
Martin ratioReturn relative to average drawdown | 3.71 | 6.83 | -3.13 |
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 | PALDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.12 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.67 | -0.02 |
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 | 0.71 | +0.02 |
Correlation
The correlation between DODBX and PALDX is 0.80, 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. PALDX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.35%, more than PALDX's 5.62% 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% |
PALDX PGIM 60/40 Allocation Fund | 5.62% | 5.42% | 10.40% | 2.94% | 6.19% | 6.87% | 2.58% | 4.58% | 3.65% | 1.48% | 0.00% | 0.00% |
Drawdowns
DODBX vs. PALDX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than PALDX's maximum drawdown of -26.16%. Use the drawdown chart below to compare losses from any high point for DODBX and PALDX.
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Drawdown Indicators
| DODBX | PALDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -26.16% | -24.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -8.20% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -20.47% | +2.73% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | — | — |
Current DrawdownCurrent decline from peak | -5.43% | -5.96% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -4.16% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.70% | +0.16% |
Volatility
DODBX vs. PALDX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 2.56%, while PGIM 60/40 Allocation Fund (PALDX) has a volatility of 3.05%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than PALDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | PALDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 3.05% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 5.40% | 5.86% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 11.52% | -1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.81% | 12.08% | -1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 12.75% | +0.51% |