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DCSYX vs IFACX
DCSYX vs IFACX Comparison
Open Charts DCSYX vs IFACX
Davis Balanced Fund Y
Price$61.15
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets256.44M
American Funds Income Fund of Amer C
Price$24.98
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets128.01B
DCSYX vs IFACX Comparison Chart
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DCSYX vs. IFACX 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 IFACX is a Buy.
FUNDAMENTALS
Fundamentals
IFACX has more cash in the bank: 128B vs. DCSYX (256M). IFACX pays higher dividends than DCSYX: IFACX (3.20) vs DCSYX (1.84). DCSYX was incepted earlier than IFACX: DCSYX (29 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 (20.00). 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 : 9.25 vs. DCSYX (4.20). DCSYX return over 5 years is better than : 83.34 vs. IFACX (37.05).
| DCSYX | IFACX | DCSYX / IFACX | |
| Total Expense Ratio | 0.68 | 1.33 | 51% |
| Annual Report Gross Expense Ratio | 0.68 | 1.33 | 51% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 3.977 | 4.554 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 128B | 0% |
| Annual Yield % from dividends | 1.84 | 3.20 | 58% |
| Returns for 1 year | 4.20 | 9.25 | 45% |
| Returns for 3 years | 33.61 | 13.57 | 248% |
| Returns for 5 years | 83.34 | 37.05 | 225% |
| Returns for 10 years | 76.60 | 30.51 | 251% |