DODBX stock sentiment todayDodge & Cox Balanced Fund Class I
Sentiment verdict
Gossip first, financials second — HOT at 88% confidence.
Last updated · cached analysis, refreshes periodically
DODBX
Dodge & Cox Balanced Fund Class IA gold-standard value-oriented balanced fund offering high-conviction equity exposure and disciplined fixed-income management at a rock-bottom expense ratio.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for DODBX. Not financial advice.
Price · last 12 months
Gossip
Market sentiment remains highly favorable toward Dodge & Cox’s contrarian, committee-based approach. Analysts view this fund as a premier 'all-weather' vehicle, recently benefiting from the rotation out of high-growth tech into the undervalued cyclicals and financials where this fund overweights.
- ·Value factor resurgence
- ·Low expense ratio (0.52%) relative to peers
- ·Management stability/tenure
- ·Gold Medalist rating from Morningstar
Financial
DODBX maintains a robust 60-75% equity tilt focused on high-cash-flow companies with low valuations. The fixed-income portion (approx. 25%) acts as a sophisticated risk mitigator, utilizing corporate bonds and MBS rather than just mirroring a benchmark.
- ·Standard Deviation: Lower than S&P 500
- ·SEC Yield: ~2.5-3.0%
- ·Price-to-Earnings: Typically 15-20% discount to S&P 500
- ·Turnover Rate: Low (~15-20%) indicating long-term conviction
Risks
- ·Underperformance in momentum-driven bull markets (AI/Tech bubbles)
- ·Significant exposure to financials and energy
- ·Interest rate sensitivity in the bond sleeve
Peer temperature
How direct competitors stack up against DODBX right now.
- NEUTRALVBIAXVanguard Balanced Index Fund
COLDER — follows a rigid 60/40 split with no active security selection, missing DODBX's potential for value-driven alpha.
See full analysis → - NEUTRALABALXAmerican Funds American Balanced
COLDER — carries higher sales charges (front-end loads) and a more conservative equity posture that trails in recovery cycles.
See full analysis → - HOTVWELXVanguard Wellington Fund
NEUTRAL — comparable quality but DODBX is currently HOTTER due to its more aggressive value tilt which thrives in the current 'higher-for-longer' interest rate environment.
See full analysis →
- DODBX+0.0%
- VBIAX-0.2%
- ABALX-0.5%
- VWELX-0.5%
AI-generated analysis for informational purposes only. Not financial advice.