DODBX Mutual Fund (Dodge & Cox Balanced Fund) is managed by Dodge & Cox Funds with $12.60B in net assets. DODBX expense ratio is 0.52%, holding 524 positions across sectors including Financials, Other, Health Care. Inception date: 1931-06-26.

DODBX performance shows a YTD return of 2.62%. The 1-year return is 8.67% and the 5-year return is 6.40%. DODBX dividend yield stands at 6.95%, paid quarterly.

DODBX top holdings include Charles Schwab Corp. (2.1%), Occidental Petroleum Corp. (1.7%), Cvs Health Corp. (1.7%), GSK plc (1.6%), Taiwan Semiconductor Manufacturing Co. Ltd. (1.6%). View all DODBX holdings, sector breakdown, or dividend history.

DODBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DODBX alternatives are available via the screener, along with tax-loss harvesting opportunities.