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DCSCX vs FPACX
DCSCX vs FPACX Comparison
Open Charts DCSCX vs FPACX
Davis Balanced Fund C
Price$59.70
Change+$0.07 (+0.12%)
VolumeN/A
Net Assets253.94M
DCSCX vs FPACX Comparison Chart
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DCSCX vs. FPACX commentary
May 01, 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 DCSCX is a Buy and FPACX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.4B vs. DCSCX (254M). FPACX pays higher dividends than DCSCX: FPACX (2.94) vs DCSCX (0.94). DCSCX was incepted earlier than FPACX: DCSCX (28 years) vs FPACX (32 years). DCSCX (1.99) is less costly to investors than FPACX (1.08). DCSCX is a more actively managed with annual turnover of: 20.00 vs. FPACX (10.00). DCSCX has a lower initial minimum investment than FPACX: DCSCX (1000) vs FPACX (1500). DCSCX annual gain was more profitable for investors over the last year : 2.55 vs. FPACX (2.15). DCSCX return over 5 years is better than : 68.71 vs. FPACX (44.71).
| DCSCX | FPACX | DCSCX / FPACX | |
| Total Expense Ratio | 1.75 | 1.06 | 165% |
| Annual Report Gross Expense Ratio | 1.99 | 1.08 | 184% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | 1.950 | -0.249 | -784% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 10.4B | 2% |
| Annual Yield % from dividends | 0.94 | 2.94 | 32% |
| Returns for 1 year | 2.55 | 2.15 | 119% |
| Returns for 3 years | 25.06 | 22.72 | 110% |
| Returns for 5 years | 68.71 | 44.71 | 154% |
| Returns for 10 years | 62.31 | 24.18 | 258% |
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