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DCSYX vs FPCSX
DCSYX vs FPCSX Comparison
Open Charts DCSYX vs FPCSX
Davis Balanced Fund Y
Price$64.29
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets271.23M
FPA Crescent Supra Institutional
Price$43.98
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets11.14B
DCSYX vs FPCSX Comparison Chart in %
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DCSYX vs. FPCSX commentary
Jul 26, 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: 11.1B vs. DCSYX (271M). FPCSX pays higher dividends than DCSYX: FPCSX (1.99) vs DCSYX (1.78). DCSYX was incepted earlier than FPCSX: DCSYX (29 years) vs FPCSX (5 years). FPCSX (1.02) is less costly to investors than DCSYX (0.67). DCSYX is a more actively managed with annual turnover of: 20.00 vs. FPCSX (10.00). DCSYX has a lower initial minimum investment than FPCSX: DCSYX (5000000) vs FPCSX (100000000). FPCSX annual gain was more profitable for investors over the last year : 10.07 vs. DCSYX (7.88).
| DCSYX | FPCSX | DCSYX / FPCSX | |
| Total Expense Ratio | 0.67 | 1.00 | 67% |
| Annual Report Gross Expense Ratio | 0.67 | 1.02 | 66% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 9.798 | 9.763 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 11.1B | 2% |
| Annual Yield % from dividends | 1.78 | 1.99 | 89% |
| Returns for 1 year | 7.88 | 10.07 | 78% |
| Returns for 3 years | 46.62 | 38.18 | 122% |
| Returns for 5 years | 79.89 | N/A | - |
| Returns for 10 years | 102.71 | N/A | - |
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