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DCSYX vs FPCSX
DCSYX vs FPCSX Comparison
Open Charts DCSYX vs FPCSX
Davis Balanced Fund Y
Price$61.15
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets256.44M
FPA Crescent Supra Institutional
Price$40.76
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets10.32B
DCSYX vs FPCSX Comparison Chart
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DCSYX vs. FPCSX 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 FPCSX is a Buy.
FUNDAMENTALS
Fundamentals
FPCSX has more cash in the bank: 10.3B vs. DCSYX (256M). FPCSX pays higher dividends than DCSYX: FPCSX (2.95) vs DCSYX (1.84). DCSYX was incepted earlier than FPCSX: DCSYX (29 years) vs FPCSX (5 years). FPCSX (1.02) is less costly to investors than DCSYX (0.68). DCSYX is a more actively managed with annual turnover of: 20.00 vs. FPCSX (10.00). 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 : 4.20 vs. FPCSX (1.75).
| DCSYX | FPCSX | DCSYX / FPCSX | |
| Total Expense Ratio | 0.68 | 0.99 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 1.02 | 67% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 3.977 | 0.845 | 471% |
| 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 | 2.95 | 62% |
| Returns for 1 year | 4.20 | 1.75 | 240% |
| Returns for 3 years | 33.61 | 26.91 | 125% |
| Returns for 5 years | 83.34 | N/A | - |
| Returns for 10 years | 76.60 | N/A | - |
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