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CGNAX vs DCSYX
CGNAX vs DCSYX Comparison
Open Charts CGNAX vs DCSYX
American Funds Growth and Inc Port 529A
Price$21.54
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets21.69B
Davis Balanced Fund Y
Price$67.25
Change-$0.26 (-0.39%)
VolumeN/A
Net Assets282.52M
CGNAX vs DCSYX Comparison Chart in %
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CGNAX vs. DCSYX commentary
Nov 20, 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 CGNAX is a Hold and DCSYX is a Hold.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 21.7B vs. DCSYX (283M). DCSYX pays higher dividends than CGNAX: DCSYX (1.68) vs CGNAX (1.56). CGNAX was incepted earlier than DCSYX: CGNAX (14 years) vs DCSYX (29 years). CGNAX (0.69) and DCSYX (0.67) have similar cost to investors . DCSYX is a more actively managed with annual turnover of: 20.00 vs. CGNAX (10.00). CGNAX has a lower initial minimum investment than DCSYX: CGNAX (250) vs DCSYX (5000000). CGNAX annual gain was more profitable for investors over the last year : 11.03 vs. DCSYX (6.82). DCSYX return over 5 years is better than : 70.18 vs. CGNAX (38.37).
| CGNAX | DCSYX | CGNAX / DCSYX | |
| Total Expense Ratio | 0.69 | 0.67 | 103% |
| Annual Report Gross Expense Ratio | 0.69 | 0.67 | 103% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 14.245 | 15.336 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 283M | 7,668% |
| Annual Yield % from dividends | 1.56 | 1.68 | 93% |
| Returns for 1 year | 11.03 | 6.82 | 162% |
| Returns for 3 years | 42.96 | 49.64 | 87% |
| Returns for 5 years | 38.37 | 70.18 | 55% |
| Returns for 10 years | 92.04 | 127.42 | 72% |
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