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DCSYX vs IFACX
DCSYX vs IFACX Comparison
Open Charts DCSYX vs IFACX
Davis Balanced Fund Y
Price$58.52
Change-$0.08 (-0.14%)
VolumeN/A
Net Assets247.4M
American Funds Income Fund of Amer C
Price$24.13
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets124.41B
DCSYX vs IFACX Comparison Chart
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DCSYX vs. IFACX 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 IFACX is a Buy.
FUNDAMENTALS
Fundamentals
IFACX has more cash in the bank: 124B vs. DCSYX (247M). IFACX pays higher dividends than DCSYX: IFACX (3.19) vs DCSYX (2.21). DCSYX was incepted earlier than IFACX: DCSYX (28 years) vs IFACX (24 years). IFACX (1.33) is less costly to investors than DCSYX (0.68). IFACX is a more actively managed with annual turnover of: 92.00 vs. DCSYX (15.00). IFACX has a lower initial minimum investment than DCSYX: IFACX (250) vs DCSYX (5000000). IFACX annual gain was more profitable for investors over the last year : 8.59 vs. DCSYX (2.62). DCSYX return over 5 years is better than : 82.02 vs. IFACX (35.28).
| DCSYX | IFACX | DCSYX / IFACX | |
| Total Expense Ratio | 0.68 | 1.33 | 51% |
| Annual Report Gross Expense Ratio | 0.68 | 1.33 | 51% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -0.495 | 1.415 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 124B | 0% |
| Annual Yield % from dividends | 2.21 | 3.19 | 69% |
| Returns for 1 year | 2.62 | 8.59 | 30% |
| Returns for 3 years | 19.81 | 4.51 | 439% |
| Returns for 5 years | 82.02 | 35.28 | 232% |
| Returns for 10 years | 74.11 | 27.29 | 272% |
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