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DCSYX vs FPACX
DCSYX vs FPACX Comparison
Open Charts DCSYX vs FPACX
Davis Balanced Fund Y
Price$61.15
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets256.44M
DCSYX vs FPACX Comparison Chart
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DCSYX vs. FPACX commentary
May 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.3B vs. DCSYX (256M). FPACX pays higher dividends than DCSYX: FPACX (2.94) vs DCSYX (1.84). DCSYX was incepted earlier than FPACX: DCSYX (29 years) vs FPACX (32 years). FPACX (1.08) is less costly to investors than DCSYX (0.68). 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 : 4.20 vs. FPACX (1.68). DCSYX return over 5 years is better than : 83.34 vs. FPACX (45.44).
| DCSYX | FPACX | DCSYX / FPACX | |
| Total Expense Ratio | 0.68 | 1.06 | 64% |
| Annual Report Gross Expense Ratio | 0.68 | 1.08 | 63% |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 3.977 | 0.846 | 470% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 10.3B | 2% |
| Annual Yield % from dividends | 1.84 | 2.94 | 63% |
| Returns for 1 year | 4.20 | 1.68 | 250% |
| Returns for 3 years | 33.61 | 26.66 | 126% |
| Returns for 5 years | 83.34 | 45.44 | 183% |
| Returns for 10 years | 76.60 | 25.32 | 303% |