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DCSYX vs FPCSX
DCSYX vs FPCSX Comparison
Open Charts DCSYX vs FPCSX
Davis Balanced Fund Y
Price$64.91
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets273.02M
FPA Crescent Supra Institutional
Price$43.51
Change+$0.13 (+0.30%)
VolumeN/A
Net Assets10.76B
DCSYX vs FPCSX Comparison Chart in %
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DCSYX vs. FPCSX 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 FPCSX is a Buy.
FUNDAMENTALS
Fundamentals
FPCSX has more cash in the bank: 10.8B vs. DCSYX (273M). 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). DCSYX annual gain was more profitable for investors over the last year : 9.26 vs. FPCSX (7.68).
| 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 | 10.857 | 8.069 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 10.8B | 3% |
| Annual Yield % from dividends | 1.78 | 1.99 | 89% |
| Returns for 1 year | 9.26 | 7.68 | 121% |
| Returns for 3 years | 50.47 | 38.74 | 130% |
| Returns for 5 years | 85.38 | N/A | - |
| Returns for 10 years | 100.62 | N/A | - |
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