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DCSYX vs FPACX
DCSYX vs FPACX Comparison
Open Charts DCSYX vs FPACX
Davis Balanced Fund Y
Price$64.91
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets273.02M
DCSYX vs FPACX Comparison Chart in %
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DCSYX vs. FPACX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.8B vs. DCSYX (273M). FPACX pays higher dividends than DCSYX: FPACX (2.00) vs DCSYX (1.78). 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 : 9.26 vs. FPACX (7.59). DCSYX return over 5 years is better than : 85.38 vs. FPACX (49.37).
| 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 | 10.857 | 8.039 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 10.8B | 3% |
| Annual Yield % from dividends | 1.78 | 2.00 | 89% |
| Returns for 1 year | 9.26 | 7.59 | 122% |
| Returns for 3 years | 50.47 | 38.47 | 131% |
| Returns for 5 years | 85.38 | 49.37 | 173% |
| Returns for 10 years | 100.62 | 38.11 | 264% |
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