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CLBFX vs DGSIX
CLBFX vs DGSIX Comparison
Open Charts CLBFX vs DGSIX
American Funds American Balanced 529F
Price$33.71
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
DFA Global Allocation 60/40 I
Price$20.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets3.46B
CLBFX vs DGSIX Comparison Chart
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CLBFX vs. DGSIX commentary
Apr 28, 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: 231B vs. DGSIX (3.46B). DGSIX pays higher dividends than CLBFX: DGSIX (2.68) vs CLBFX (2.14). CLBFX was incepted earlier than DGSIX: CLBFX (23 years) vs DGSIX (21 years). CLBFX (0.68) is less costly to investors than DGSIX (0.42). 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 : 5.03 vs. DGSIX (2.57). CLBFX return over 5 years is better than : 39.15 vs. DGSIX (33.73).
| CLBFX | DGSIX | CLBFX / DGSIX | |
| Total Expense Ratio | 0.68 | 0.25 | 272% |
| Annual Report Gross Expense Ratio | 0.68 | 0.42 | 162% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | -1.118 | -1.019 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 3.46B | 6,682% |
| Annual Yield % from dividends | 2.14 | 2.68 | 80% |
| Returns for 1 year | 5.03 | 2.57 | 196% |
| Returns for 3 years | 18.22 | 9.19 | 198% |
| Returns for 5 years | 39.15 | 33.73 | 116% |
| Returns for 10 years | 62.42 | 46.78 | 133% |
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