Ad is loading...
DCSYX vs FPACX
DCSYX vs FPACX Comparison
Open Charts DCSYX vs FPACX
Davis Balanced Fund Y
Price$62.85
Change+$0.44 (+0.71%)
VolumeN/A
Net Assets265.81M
DCSYX vs FPACX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DCSYX vs. FPACX commentary
Jan 31, 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 StrongBuy and FPACX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.5B vs. DCSYX (266M). DCSYX pays higher dividends than FPACX: DCSYX (1.23) vs FPACX (0.11). DCSYX was incepted earlier than FPACX: DCSYX (28 years) vs FPACX (32 years). 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 : 15.51 vs. FPACX (9.52). DCSYX return over 5 years is better than : 59.66 vs. FPACX (27.35).
| DCSYX | FPACX | DCSYX / FPACX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | 6.381 | 2.562 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 10.5B | 3% |
| Annual Yield % from dividends | 1.23 | 0.11 | 1,101% |
| Returns for 1 year | 15.51 | 9.52 | 163% |
| Returns for 3 years | 20.02 | 16.63 | 120% |
| Returns for 5 years | 59.66 | 27.35 | 218% |
| Returns for 10 years | 97.75 | 31.70 | 308% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NXTE | 33.47 | 0.90 | +2.75% |
| AXS Green Alpha ETF | |||
| LQDH | 93.63 | 0.13 | +0.14% |
| iShares Interest Rate Hedged Corp Bd ETF | |||
| AVMU | 46.27 | 0.07 | +0.14% |
| Avantis Core Municipal Fixed Inc ETF | |||
| GSY | 50.10 | N/A | +0.01% |
| Invesco Ultra Short Duration ETF | |||
| EFRA | 31.09 | N/A | N/A |
| iShares Environmental Infras & IndstrETF | |||