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DGSIX vs RLBFX
DGSIX vs RLBFX Comparison
Open Charts DGSIX vs RLBFX
DFA Global Allocation 60/40 I
Price$22.12
Change-$0.15 (-0.67%)
VolumeN/A
Net Assets3.62B
American Funds American Balanced R5
Price$36.83
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets252.98B
DGSIX vs RLBFX Comparison Chart in %
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DGSIX vs. RLBFX 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 DGSIX is a Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. DGSIX (3.62B). DGSIX pays higher dividends than RLBFX: DGSIX (2.48) vs RLBFX (2.08). DGSIX was incepted earlier than RLBFX: DGSIX (22 years) vs RLBFX (23 years). DGSIX (0.41) is less costly to investors than RLBFX (0.29). DGSIX has a lower initial minimum investment than RLBFX: DGSIX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 7.83 vs. DGSIX (5.25). RLBFX return over 5 years is better than : 39.05 vs. DGSIX (29.32).
| DGSIX | RLBFX | DGSIX / RLBFX | |
| Total Expense Ratio | 0.25 | 0.29 | 86% |
| Annual Report Gross Expense Ratio | 0.41 | 0.29 | 141% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.567 | 7.900 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 253B | 1% |
| Annual Yield % from dividends | 2.48 | 2.08 | 120% |
| Returns for 1 year | 5.25 | 7.83 | 67% |
| Returns for 3 years | 19.70 | 31.88 | 62% |
| Returns for 5 years | 29.32 | 39.05 | 75% |
| Returns for 10 years | 62.87 | 65.43 | 96% |
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