# Dodge & Cox Balanced I (DODBX)

> Source: Nexqual · https://nexqual.com/DODBX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Dodge & Cox Balanced I (DODBX), nexqual.com/DODBX" · informational, not investment advice.

**Price:** USD 13.9 (-0.43% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 13.96 · day 13.9–13.9 · 52w 13.07–14.28 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +6.5% vs S&P 500 +13.4%; 5Y +39.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +6.5% | +39.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +6.5% | +6.9% |
| Volatility (annualized) | 7.7% | 10.1% |
| Max drawdown | -5.7% (Feb 2026→Mar 2026) | -17.7% (Jan 2022→Sep 2022) |

## Peers
DODGX (Dodge & Cox Stock Fund) USD 17.9 +0.00% · DODFX (Dodge & Cox International Stock) USD 17.95 -0.00% · DODIX (Dodge & Cox Income Fund) USD 12.23 +0.00% · OAKBX (Oakmark Equity And Income Fund ) USD 41.27 -0.00% · PRWCX (T. Rowe Price Capital Appreciat) USD 38.98 +0.00%

## More
Full page: https://nexqual.com/DODBX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt