Dodge & Cox Balanced Fund (DODBX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.91: the stock has moved about 9% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDodge & Cox Balanced Fund (DODBX) trades at $13.44. Dodge & Cox Balanced Fund is a diversified investment fund seeking regular income, principal conservation, and long-term growth. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for DODBX: DODBX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Dodge & Cox Balanced Fund (DODBX) Financial Services Profile
Dodge & Cox Balanced Fund, with a $15.26 billion market cap, offers a diversified portfolio of equity and debt securities, targeting regular income and long-term growth. The fund strategically allocates assets, maintaining a balance between U.S. and international markets, while competing with CIVVX and NOSIX in the asset management sector.
What Is the Investment Thesis for DODBX?
With a market capitalization of $15.26 billion, the fund offers diversification across equity and debt securities, aiming for regular income and long-term growth. A key value driver is Dodge & Cox's established reputation and long-term investment philosophy. The fund's allocation strategy, maintaining between 25% and 75% in equities, allows participation in market upside while mitigating downside risk through fixed income. Potential growth catalysts include increasing demand for balanced investment solutions and the fund's ability to attract and retain assets under management. However, potential risks include market volatility, interest rate fluctuations, and competition from other asset management firms. The fund's beta of 0.91 suggests moderate volatility compared to the broader market.
Based on FMP financials and quantitative analysis
DODBX Key Highlights
Market Cap of $15.26B indicates a substantial asset base and investor confidence.
- Beta of 0.91 suggests moderate volatility, aligning with the fund's balanced investment approach.
- Diversified portfolio across equity and debt securities provides a hedge against market downturns.
- Focus on long-term value investing aims to identify undervalued securities with growth potential.
- Allocation strategy between 25% and 75% in equities allows for participation in market upside while mitigating downside risk.
Who Are DODBX's Competitors?
DODBX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CIVVX Causeway International Value Fund | $23.92 | +0.42% | $17.6B | — |
| NOSIX Northern Stock Index Fund | $77.39 | +0.66% | $20.0B | — |
| SGOIX First Eagle Overseas Fund | $34.05 | +0.38% | $16.7B | — |
| SMGIX Columbia Contrarian Core Fund | $44.17 | +0.78% | $18.6B | — |
| TADGX T. Rowe Price Dividend Growth Fund | $88.60 | +0.49% | $17.7B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | — |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | — |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DODBX's Key Strengths?
Diversified portfolio across equity and debt securities.
- Established reputation and long track record of Dodge & Cox.
- Focus on long-term value investing.
- Experienced investment management team.
What Are DODBX's Weaknesses?
Dependence on market performance.
- Potential for underperformance compared to benchmark.
- Limited exposure to alternative asset classes.
- Higher expense ratio compared to passive funds.
What Are the Key Risks for DODBX?
Market volatility and economic downturns could negatively impact fund performance.
- Rising interest rates could decrease the value of debt securities in the portfolio.
- Increasing competition from passive funds could lead to lower fees and reduced market share.
- Regulatory changes and compliance costs could increase expenses and reduce profitability.
What Are DODBX's Competitive Advantages?
- Established reputation and long track record of Dodge & Cox.
- Diversified investment approach across asset classes.
- Focus on long-term value investing.
- Experienced investment management team.
What Does DODBX Do?
Dodge & Cox Balanced Fund is a diversified investment vehicle managed by Dodge & Cox, a privately owned investment management firm founded in 1930. The fund aims to provide investors with a balanced approach to investing, seeking regular income, conservation of principal, and long-term growth of both principal and income. To achieve this, the fund invests in a mix of equity and debt securities, carefully selected based on Dodge & Cox's fundamental research and investment philosophy. The fund typically allocates between 25% and 75% of its total assets to equity securities, providing exposure to the potential growth of the stock market. The remaining portion is invested in debt securities, offering stability and income generation. The fund may also invest up to 20% of its total assets in U.S. dollar-denominated equity or debt securities of non-U.S. issuers traded in the United States that are not included in the S&P 500 Index, allowing for some international diversification. Dodge & Cox's investment approach emphasizes long-term value investing, seeking to identify undervalued securities with strong fundamentals and growth potential. The fund's performance is benchmarked against a composite index reflecting its asset allocation strategy. Dodge & Cox Balanced Fund is available to investors through various channels, including financial advisors and direct investment platforms.
What Products and Services Does DODBX Offer?
- Invests in a diversified portfolio of equity securities.
- Invests in a diversified portfolio of debt securities.
- Seeks regular income for investors.
- Aims to conserve the principal investment.
- Pursues long-term growth of principal and income.
- Allocates between 25% and 75% of assets to equity securities.
- May invest up to 20% in non-U.S. dollar-denominated securities traded in the U.S.
How Does DODBX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Investment decisions are guided by Dodge & Cox's fundamental research and value investing philosophy.
- The fund's performance is benchmarked against a composite index reflecting its asset allocation strategy.
What Industry Does DODBX Operate In?
Dodge & Cox Balanced Fund operates within the asset management industry, a sector characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. Trends include the growing popularity of passive investing, the increasing demand for sustainable and responsible investment options, and the rise of fintech disruptors. Dodge & Cox Balanced Fund differentiates itself through its long-term value investing approach and its focus on providing a balanced investment solution. Competitors include firms offering similar balanced funds, such as CIVVX and NOSIX.
Who Are DODBX's Key Customers?
- Individual investors seeking a balanced investment approach.
- Retirement savers looking for long-term growth and income.
- Institutional investors seeking diversification and risk management.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -5.4%.
DODBX Financials
Bull Case vs Bear Case
Bull Case
- Diversified portfolio across equity and debt securities.
- Established reputation and long track record of Dodge & Cox.
- Focus on long-term value investing.
- Experienced investment management team.
Bear Case
- Dependence on market performance.
- Potential for underperformance compared to benchmark.
- Limited exposure to alternative asset classes.
- Higher expense ratio compared to passive funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DODBX Latest News
No recent news available for DODBX.
DODBX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DODBX.
Price Targets
Wall Street price target analysis for DODBX.
DODBX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DODBX; grades run from A+ (80-100) to F (below 30).
Dodge & Cox Balanced Fund Financials Stock: Key Questions Answered
What do analysts say about DODBX stock?
As a mutual fund, DODBX does not have individual stock analyst ratings. However, analysts generally evaluate the fund based on its performance relative to its benchmark, its expense ratio, and the investment strategy employed by Dodge & Cox. Key valuation metrics include the fund's net asset value (NAV) and its historical returns.
What are the main risks for DODBX?
Dodge & Cox Balanced Fund faces several risks inherent to the financial services and asset management industry. Market risk is a primary concern, as fluctuations in the stock and bond markets can directly impact the fund's performance. Interest rate risk can also affect the value of the fund's fixed-income holdings.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on publicly available information.
- This is not investment advice. Conduct thorough research before making any investment decisions.