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DGSIX vs RLBFX
DGSIX vs RLBFX Comparison
Open Charts DGSIX vs RLBFX
DFA Global Allocation 60/40 I
Price$20.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets3.46B
American Funds American Balanced R5
Price$33.89
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
DGSIX vs RLBFX Comparison Chart
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DGSIX vs. RLBFX commentary
Apr 27, 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: 231B vs. DGSIX (3.46B). DGSIX pays higher dividends than RLBFX: DGSIX (2.68) vs RLBFX (2.26). DGSIX was incepted earlier than RLBFX: DGSIX (21 years) vs RLBFX (23 years). DGSIX (0.42) is less costly to investors than RLBFX (0.30). 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 : 5.20 vs. DGSIX (2.57). RLBFX return over 5 years is better than : 37.99 vs. DGSIX (33.73).
| DGSIX | RLBFX | DGSIX / RLBFX | |
| Total Expense Ratio | 0.25 | 0.30 | 83% |
| Annual Report Gross Expense Ratio | 0.42 | 0.30 | 140% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -1.019 | -1.077 | 95% |
| 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 | 2.26 | 119% |
| Returns for 1 year | 2.57 | 5.20 | 49% |
| Returns for 3 years | 9.19 | 17.31 | 53% |
| Returns for 5 years | 33.73 | 37.99 | 89% |
| Returns for 10 years | 46.78 | 50.05 | 93% |
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