DGI Balanced Fund (DGITX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DGITX
DGITX charges 1.40% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among DGITX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | DGITX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | DGITX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | DGITX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | DGITX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | DGITX vs BWBIX |
Best Risk-Adjusted Alternatives to DGITX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | DGITX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | DGITX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | DGITX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | DGITX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | DGITX vs PMAIX |
Top Performing DGITX Alternatives (YTD)
DGITX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | DGITX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | DGITX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | DGITX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | DGITX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | DGITX vs CONWX |
Lowest Volatility Alternatives to DGITX
DGITX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | DGITX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | DGITX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | DGITX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | DGITX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | DGITX vs SICIX |
Lowest Drawdown Alternatives to DGITX
DGITX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | DGITX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | DGITX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | DGITX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | DGITX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | DGITX vs SICIX |
Often Compared With DGITX
What investors most often compare with DGITX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | DGITX vs VOO | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | DGITX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | DGITX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | DGITX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | DGITX vs MAANX |
Compare DGITX with Any Fund or Stock
Compare DGITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.