TSAIX vs. DGITX
TSAIX (TIAA-CREF Lifestyle Aggressive Growth Fund) and DGITX (DGI Balanced Fund) are both Diversified Portfolio funds. Over the past 5 years, TSAIX returned 9.02%/yr vs 3.97%/yr for DGITX. Their correlation of 0.91 means they have usually moved in the same direction. TSAIX charges 0.04%/yr vs 1.40%/yr for DGITX.
Performance
TSAIX vs. DGITX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TSAIX achieves a 9.47% return, which is significantly higher than DGITX's 5.59% return.
TSAIX
- 1D
- 0.58%
- 1M
- 0.21%
- 6M
- 5.89%
- YTD
- 9.47%
- 1Y
- 21.21%
- 3Y*
- 16.45%
- 5Y*
- 9.02%
- 10Y*
- 11.74%
- ALL TIME*
- 11.68%
DGITX
- 1D
- -0.07%
- 1M
- -0.59%
- 6M
- 3.11%
- YTD
- 5.59%
- 1Y
- 13.16%
- 3Y*
- 9.46%
- 5Y*
- 3.97%
- 10Y*
- —
- ALL TIME*
- 3.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
DGITX DGI Balanced Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
TSAIX vs. DGITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 9.47% | 20.04% | 15.46% | 22.72% | -19.57% | 4.45% |
DGITX DGI Balanced Fund | 5.59% | 12.53% | 6.91% | 10.92% | -15.06% | 0.60% |
Correlation
The correlation between TSAIX and DGITX is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.96 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 2, 2021 | 0.91 |
The correlation between TSAIX and DGITX has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TSAIX vs. DGITX — Risk / Return Rank
TSAIX
DGITX
TSAIX vs. DGITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) and DGI Balanced Fund (DGITX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TSAIX | DGITX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.09 | -0.15 |
| Martin ratioReturn relative to average drawdown | 8.14 | 8.54 | -0.40 |
Loading charts...
Drawdowns
TSAIX vs. DGITX - Drawdown Comparison
The maximum TSAIX drawdown since its inception was -34.58%, which is greater than DGITX's maximum drawdown of -18.45%. Use the drawdown chart below to compare losses from any high point for TSAIX and DGITX.
Loading charts...
Drawdown Indicators
| TSAIX | DGITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.58% | -18.45% | -16.13% |
Max Drawdown (1Y)Largest decline over 1 year | -10.28% | -6.00% | -4.28% |
Max Drawdown (3Y)Largest decline over 3 years | -17.29% | -9.95% | -7.34% |
Max Drawdown (5Y)Largest decline over 5 years | -28.28% | -18.45% | -9.83% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | — | — |
Current DrawdownCurrent decline from peak | -1.06% | -1.02% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -5.86% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 1.47% | +0.97% |
Volatility
TSAIX vs. DGITX - Volatility Comparison
TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a higher volatility of 4.28% compared to DGI Balanced Fund (DGITX) at 1.98%. This indicates that TSAIX's price experiences larger fluctuations and is considered to be riskier than DGITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TSAIX | DGITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 1.98% | +2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 6.69% | +5.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.29% | 8.28% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 9.52% | +6.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.61% | 9.43% | +8.18% |
TSAIX vs. DGITX - Expense Ratio Comparison
TSAIX has a 0.04% expense ratio, which is lower than DGITX's 1.40% expense ratio.
Dividends
TSAIX vs. DGITX - Dividend Comparison
TSAIX's dividend yield for the trailing twelve months is around 6.74%, more than DGITX's 1.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGITX DGI Balanced Fund | 1.10% | 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 | 6.74% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Frequently Asked Questions
With a correlation of 0.96, TSAIX and DGITX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
TSAIX has higher volatility (4.28%) compared to DGITX (1.98%). In terms of maximum drawdown, TSAIX dropped -34.58% vs DGITX's -18.45%.
DGITX currently has the higher Sharpe Ratio (1.52 vs 1.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for TSAIX and DGITX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer