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DGSIX vs RLBAX
DGSIX vs RLBAX Comparison
Open Charts DGSIX vs RLBAX
DFA Global Allocation 60/40 I
Price$20.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets3.46B
American Funds American Balanced R1
Price$33.49
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
DGSIX vs RLBAX Comparison Chart
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DGSIX vs. RLBAX 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 DGSIX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 231B vs. DGSIX (3.46B). DGSIX pays higher dividends than RLBAX: DGSIX (2.68) vs RLBAX (1.27). DGSIX was incepted earlier than RLBAX: DGSIX (21 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than DGSIX (0.42). DGSIX has a lower initial minimum investment than RLBAX: DGSIX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 4.06 vs. DGSIX (2.57). DGSIX return over 5 years is better than : 33.73 vs. RLBAX (32.01).
| DGSIX | RLBAX | DGSIX / RLBAX | |
| Total Expense Ratio | 0.25 | 1.33 | 19% |
| Annual Report Gross Expense Ratio | 0.42 | 1.33 | 32% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -1.019 | -1.406 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 231B | 1% |
| Annual Yield % from dividends | 2.68 | 1.27 | 211% |
| Returns for 1 year | 2.57 | 4.06 | 63% |
| Returns for 3 years | 9.19 | 14.36 | 64% |
| Returns for 5 years | 33.73 | 32.01 | 105% |
| Returns for 10 years | 46.78 | 41.43 | 113% |
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