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DCSYX vs FPACX
DCSYX vs FPACX Comparison
Open Charts DCSYX vs FPACX
Davis Balanced Fund Y
Price$58.52
Change-$0.08 (-0.14%)
VolumeN/A
Net Assets247.4M
DCSYX vs FPACX Comparison Chart
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DCSYX vs. FPACX commentary
Apr 17, 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 Hold.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.4B vs. DCSYX (247M). FPACX pays higher dividends than DCSYX: FPACX (2.94) vs DCSYX (2.21). DCSYX was incepted earlier than FPACX: DCSYX (28 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: 15.00 vs. FPACX (14.00). 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 : 2.62 vs. FPACX (0.79). DCSYX return over 5 years is better than : 82.02 vs. FPACX (47.94).
| DCSYX | FPACX | DCSYX / FPACX | |
| Total Expense Ratio | 0.68 | 1.06 | 64% |
| Annual Report Gross Expense Ratio | 0.68 | 1.08 | 63% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | -0.495 | -2.836 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 10.4B | 2% |
| Annual Yield % from dividends | 2.21 | 2.94 | 75% |
| Returns for 1 year | 2.62 | 0.79 | 331% |
| Returns for 3 years | 19.81 | 14.45 | 137% |
| Returns for 5 years | 82.02 | 47.94 | 171% |
| Returns for 10 years | 74.11 | 22.17 | 334% |
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