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DCSCX vs FPACX
DCSCX vs FPACX Comparison
Open Charts DCSCX vs FPACX
Davis Balanced Fund C
Price$61.25
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets261.26M
DCSCX vs FPACX Comparison Chart
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DCSCX vs. FPACX commentary
Jun 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 Hold.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.3B vs. DCSCX (261M). FPACX pays higher dividends than DCSCX: FPACX (2.83) vs DCSCX (0.78). DCSCX was incepted earlier than FPACX: DCSCX (28 years) vs FPACX (32 years). DCSCX (1.97) 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 : 4.14 vs. FPACX (3.76). DCSCX return over 5 years is better than : 69.87 vs. FPACX (45.63).
| DCSCX | FPACX | DCSCX / FPACX | |
| Total Expense Ratio | 1.75 | 1.06 | 165% |
| Annual Report Gross Expense Ratio | 1.97 | 1.08 | 182% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | 4.720 | 4.080 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 10.3B | 3% |
| Annual Yield % from dividends | 0.78 | 2.83 | 28% |
| Returns for 1 year | 4.14 | 3.76 | 110% |
| Returns for 3 years | 25.32 | 25.19 | 101% |
| Returns for 5 years | 69.87 | 45.63 | 153% |
| Returns for 10 years | 67.87 | 29.72 | 228% |