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DCSYX vs FPCSX
DCSYX vs FPCSX Comparison
Open Charts DCSYX vs FPCSX
Davis Balanced Fund Y
Price$58.52
Change-$0.08 (-0.14%)
VolumeN/A
Net Assets247.4M
FPA Crescent Supra Institutional
Price$39.09
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets10.39B
DCSYX vs FPCSX Comparison Chart
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DCSYX vs. FPCSX 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 FPCSX is a Buy.
FUNDAMENTALS
Fundamentals
FPCSX has more cash in the bank: 10.4B vs. DCSYX (247M). FPCSX pays higher dividends than DCSYX: FPCSX (2.95) vs DCSYX (2.21). DCSYX was incepted earlier than FPCSX: DCSYX (28 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: 15.00 vs. FPCSX (14.00). 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 : 2.62 vs. FPCSX (0.86).
| DCSYX | FPCSX | DCSYX / FPCSX | |
| Total Expense Ratio | 0.68 | 0.99 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 1.02 | 67% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -0.495 | -2.832 | 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 | 2.95 | 75% |
| Returns for 1 year | 2.62 | 0.86 | 305% |
| Returns for 3 years | 19.81 | 14.68 | 135% |
| Returns for 5 years | 82.02 | N/A | - |
| Returns for 10 years | 74.11 | N/A | - |
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