DGI Balanced Fund (DGITX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DGITX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DGITX
DGITX charges 1.40% annually. There are 497 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | DGITX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | DGITX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DGITX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | DGITX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DGITX vs VTMFX |
Best Risk-Adjusted Alternatives to DGITX
DGITX has a PortfoliosLab risk / return rank of 57. There are 325 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | DGITX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | DGITX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | DGITX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | DGITX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | DGITX vs FSRRX |
Top Performing DGITX Alternatives (YTD)
DGITX is at 5.67% YTD. There are 316 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | DGITX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | DGITX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | DGITX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | DGITX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | DGITX vs BRUFX |
Lowest Volatility Alternatives to DGITX
DGITX has 8.29% 1-year volatility. There are 224 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | DGITX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | DGITX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | DGITX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | DGITX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | DGITX vs CSTAX |
Lowest Drawdown Alternatives to DGITX
DGITX has a 1-year max drawdown of -6.00%. There are 230 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | DGITX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | DGITX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | DGITX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | DGITX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | DGITX vs CSTAX |
Often Compared With DGITX
Investors most often compare DGITX with VOO, BERIX, CONWX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DGITX with Any Fund or Stock
Compare DGITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGITX with funds that move differently
DGI Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGITX.
Explore DGITX Diversifiers