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DCSYX vs FPCSX
DCSYX vs FPCSX Comparison
Open Charts DCSYX vs FPCSX
Davis Balanced Fund Y
Price$62.85
Change+$0.44 (+0.71%)
VolumeN/A
Net Assets265.81M
FPA Crescent Supra Institutional
Price$41.46
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets10.49B
DCSYX vs FPCSX Comparison Chart
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DCSYX vs. FPCSX 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 FPCSX is a Buy.
FUNDAMENTALS
Fundamentals
FPCSX has more cash in the bank: 10.5B vs. DCSYX (266M). DCSYX pays higher dividends than FPCSX: DCSYX (1.23) vs FPCSX (0.14). DCSYX was incepted earlier than FPCSX: DCSYX (28 years) vs FPCSX (4 years). FPCSX has a lower initial minimum investment than DCSYX: FPCSX (1500) vs DCSYX (5000000). DCSYX annual gain was more profitable for investors over the last year : 15.51 vs. FPCSX (9.61).
| DCSYX | FPCSX | DCSYX / FPCSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 4 years | - |
| Gain YTD | 6.381 | 2.559 | 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 | 0.14 | 898% |
| Returns for 1 year | 15.51 | 9.61 | 161% |
| Returns for 3 years | 20.02 | 16.86 | 119% |
| Returns for 5 years | 59.66 | N/A | - |
| Returns for 10 years | 97.75 | N/A | - |
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