Interact to see
Advertisement
Advertisement
DCSYX vs FPACX
DCSYX vs FPACX Comparison
Open Charts DCSYX vs FPACX
Davis Balanced Fund Y
Price$62.10
Change-$0.11 (-0.18%)
VolumeN/A
Net Assets262.74M
DCSYX vs FPACX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DCSYX vs. FPACX commentary
Jun 05, 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 DCSYX is a Buy and FPACX is a Buy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.8B vs. DCSYX (263M). FPACX pays higher dividends than DCSYX: FPACX (2.83) vs DCSYX (1.80). DCSYX was incepted earlier than FPACX: DCSYX (29 years) vs FPACX (32 years). FPACX (1.08) is less costly to investors than DCSYX (0.67). DCSYX is a more actively managed with annual turnover of: 20.00 vs. FPACX (10.00). FPACX has a lower initial minimum investment than DCSYX: FPACX (1500) vs DCSYX (5000000). DCSYX annual gain was more profitable for investors over the last year : 5.71 vs. FPACX (4.15). DCSYX return over 5 years is better than : 68.41 vs. FPACX (36.00).
| DCSYX | FPACX | DCSYX / FPACX | |
| Total Expense Ratio | 0.67 | 1.06 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.08 | 62% |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 5.592 | 4.552 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 10.8B | 2% |
| Annual Yield % from dividends | 1.80 | 2.83 | 63% |
| Returns for 1 year | 5.71 | 4.15 | 138% |
| Returns for 3 years | 31.76 | 26.41 | 120% |
| Returns for 5 years | 68.41 | 36.00 | 190% |
| Returns for 10 years | 82.94 | 30.77 | 270% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement