Dodge Cox Balanced Fund Quote

DOXBX Fund  USD 107.72  0.69  0.64%   

Performance

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Odds Of Distress

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Dodge Cox is trading at 107.72 as of the 25th of June 2025; that is 0.64% up since the beginning of the trading day. The fund's open price was 107.03. Dodge Cox has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 27th of March 2025 and ending today, the 25th of June 2025. Click here to learn more.
The investment seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Dodge Cox is traded on NASDAQ Exchange in the United States. More on Dodge Cox Balanced

Moving together with Dodge Mutual Fund

  0.91DODGX Dodge Stock FundPairCorr
  0.88DODFX Dodge International StockPairCorr
  0.89DODEX Dodge Cox EmergingPairCorr
  1.0DODBX Dodge BalancedPairCorr
  0.95DODWX Dodge Global StockPairCorr
  0.76DODLX Dodge Global BondPairCorr

Dodge Mutual Fund Highlights

Fund ConcentrationDodge & Cox Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Dodge & Cox, Large Value, Allocation--50% to 70% Equity (View all Sectors)
Update Date31st of March 2025
Dodge Cox Balanced [DOXBX] is traded in USA and was established 25th of June 2025. Dodge Cox is listed under Dodge & Cox category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Dodge & Cox family. This fund currently has accumulated 12.64 B in assets under management (AUM) with minimum initial investment of 2.5 K. Dodge Cox Balanced is currently producing year-to-date (YTD) return of 5.91% with the current yeild of 0.03%, while the total return for the last 3 years was 8.0%.
Check Dodge Cox Probability Of Bankruptcy

Instrument Allocation

Top Dodge Cox Balanced Mutual Fund Constituents

CICigna CorpStockHealth Care
COFCapital One FinancialStockFinancials
GOOGAlphabet Inc Class CStockCommunication Services
MSFTMicrosoftStockInformation Technology
OXYOccidental PetroleumStockEnergy
SCHWCharles Schwab CorpStockFinancials
WFCWells FargoStockFinancials
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Dodge Cox Balanced Risk Profiles

Dodge Cox Against Markets

Other Information on Investing in Dodge Mutual Fund

Dodge Cox financial ratios help investors to determine whether Dodge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dodge with respect to the benefits of owning Dodge Cox security.
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