DGITX vs. TSAIX
Compare and contrast key facts about DGI Balanced Fund (DGITX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
DGITX is managed by Oriental Trust. It was launched on May 23, 2021. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
DGITX vs. TSAIX - Performance Comparison
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DGITX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DGITX DGI Balanced Fund | -2.56% | 12.53% | 6.91% | 10.92% | -15.06% | 0.60% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 4.41% |
Returns By Period
In the year-to-date period, DGITX achieves a -2.56% return, which is significantly higher than TSAIX's -5.91% return.
DGITX
- 1D
- -0.08%
- 1M
- -5.57%
- YTD
- -2.56%
- 6M
- -0.97%
- 1Y
- 10.41%
- 3Y*
- 8.50%
- 5Y*
- —
- 10Y*
- —
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
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DGITX vs. TSAIX - Expense Ratio Comparison
DGITX has a 1.40% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
DGITX vs. TSAIX — Risk / Return Rank
DGITX
TSAIX
DGITX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DGI Balanced Fund (DGITX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DGITX | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.92 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.37 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.08 | +0.34 |
Martin ratioReturn relative to average drawdown | 5.92 | 4.80 | +1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DGITX | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.92 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.46 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.65 | -0.42 |
Correlation
The correlation between DGITX and TSAIX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DGITX vs. TSAIX - Dividend Comparison
DGITX's dividend yield for the trailing twelve months is around 1.19%, less than TSAIX's 7.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGITX DGI Balanced Fund | 1.19% | 1.16% | 0.73% | 0.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
DGITX vs. TSAIX - Drawdown Comparison
The maximum DGITX drawdown since its inception was -18.45%, smaller than the maximum TSAIX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for DGITX and TSAIX.
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Drawdown Indicators
| DGITX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.45% | -34.58% | +16.13% |
Max Drawdown (1Y)Largest decline over 1 year | -6.83% | -11.72% | +4.89% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.58% | — |
Current DrawdownCurrent decline from peak | -6.00% | -10.28% | +4.28% |
Average DrawdownAverage peak-to-trough decline | -6.21% | -4.96% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 2.77% | -1.14% |
Volatility
DGITX vs. TSAIX - Volatility Comparison
The current volatility for DGI Balanced Fund (DGITX) is 3.31%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that DGITX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGITX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 5.29% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 5.81% | 9.81% | -4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.83% | 17.09% | -7.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 16.15% | -6.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.45% | 17.59% | -8.14% |