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CLBFX vs DGSIX
CLBFX vs DGSIX Comparison
Open Charts CLBFX vs DGSIX
American Funds American Balanced 529F
Price$36.63
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
DFA Global Allocation 60/40 I
Price$22.12
Change-$0.15 (-0.67%)
VolumeN/A
Net Assets3.62B
CLBFX vs DGSIX Comparison Chart in %
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CLBFX vs. DGSIX commentary
Aug 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and DGSIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 251B vs. DGSIX (3.62B). DGSIX pays higher dividends than CLBFX: DGSIX (2.48) vs CLBFX (1.97). CLBFX was incepted earlier than DGSIX: CLBFX (23 years) vs DGSIX (22 years). CLBFX (0.67) is less costly to investors than DGSIX (0.41). DGSIX has a lower initial minimum investment than CLBFX: DGSIX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 7.64 vs. DGSIX (5.25). CLBFX return over 5 years is better than : 40.21 vs. DGSIX (29.32).
| CLBFX | DGSIX | CLBFX / DGSIX | |
| Total Expense Ratio | 0.67 | 0.25 | 268% |
| Annual Report Gross Expense Ratio | 0.67 | 0.41 | 163% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 7.816 | 6.567 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 3.62B | 6,939% |
| Annual Yield % from dividends | 1.97 | 2.48 | 79% |
| Returns for 1 year | 7.64 | 5.25 | 146% |
| Returns for 3 years | 32.47 | 19.70 | 165% |
| Returns for 5 years | 40.21 | 29.32 | 137% |
| Returns for 10 years | 78.16 | 62.87 | 124% |
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