Dodge Cox Financial Statements From 2010 to 2024
| DOXBX Fund | USD 110.96 0.25 0.23% |
Check Dodge Cox financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dodge Cox's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dodge financial statements analysis is a perfect complement when working with Dodge Cox Valuation or Volatility modules.
Dodge |
Dodge Cox Balanced Mutual Fund Net Asset Analysis
Dodge Cox's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Dodge Cox Net Asset | 12.64 B |
Most of Dodge Cox's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dodge Cox Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Dodge Cox Balanced has a Net Asset of 12.64 B. This is much higher than that of the Dodge & Cox family and significantly higher than that of the Allocation--50% to 70% Equity category. The net asset for all United States funds is notably lower than that of the firm.
Dodge Cox Balanced Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dodge Cox's current stock value. Our valuation model uses many indicators to compare Dodge Cox value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dodge Cox competition to find correlations between indicators driving Dodge Cox's intrinsic value. More Info.Dodge Cox Balanced is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 448.84 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dodge Cox's earnings, one of the primary drivers of an investment's value.About Dodge Cox Financial Statements
Dodge Cox investors use historical fundamental indicators, such as Dodge Cox's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Dodge Cox. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances no less than 25 percent and no more than 75 percent of its total assets will be invested in equity securities and no less than 25 percent of the funds total assets will be invested in fixed income investments. It may invest up to 30 percent of its total assets in equity or debt securities of non-U.S. issuers that are not in the SP 500 Index, provided that no more than 10 percent of the funds total assets may be invested in non-U.S. dollar-denominated securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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