Under normal circumstances no less than 25% and no more than 75% of its total assets will be invested in equity securities and no less than 25% of the fund’s total assets will be invested in fixed income investments. It may invest up to 30% of its total assets in equity or debt securities of non-U.S. issuers that are not in the S&P 500 Index, provided that no more than 10% of the fund’s total assets may be invested in non-U.S. dollar-denominated securities.
Dodge & Cox funds can be purchased directly through their website, typically with no transaction fee.
Visit Dodge & Cox's website to open an account and purchase DODBX.
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Dodge & Cox Balanced Fund
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DODBX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on DODBX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Dodge & Cox Balanced Fund
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Pre-filled with DODBX's historical average return
Important: This projection uses simplified assumptions based on DODBX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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FPURXFidelity Puritan
DODBX is the ticker symbol for Dodge & Cox Balanced Fund, a Balanced mutual fund managed by Dodge & Cox. Under normal circumstances no less than 25% and no more than 75% of its total assets will be invested in equity securities and no less than 25% of the fund’s total assets will be invested in fixed income investments. It may invest up to 30% of its total assets in equity or debt securities of non-U.S. issuers that are not in the S&P 500 Index, provided that no more than 10% of the fund’s total assets may be invested in non-U.S. dollar-denominated securities.
DODBX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
DODBX has posted a 1-year return of +16.64%, 3-year return of +17.88%, 5-year return of +12.82%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
Whether DODBX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Balanced category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.