Interact to see
Advertisement
Advertisement
DCSYX vs IFACX
DCSYX vs IFACX Comparison
Open Charts DCSYX vs IFACX
Davis Balanced Fund Y
Price$64.91
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets273.02M
American Funds Income Fund of Amer C
Price$26.42
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets135.1B
DCSYX vs IFACX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DCSYX vs. IFACX 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 IFACX is a Buy.
FUNDAMENTALS
Fundamentals
IFACX has more cash in the bank: 135B vs. DCSYX (273M). IFACX pays higher dividends than DCSYX: IFACX (3.03) vs DCSYX (1.78). DCSYX was incepted earlier than IFACX: DCSYX (29 years) vs IFACX (24 years). IFACX (1.33) is less costly to investors than DCSYX (0.67). 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 : 14.38 vs. DCSYX (9.26). DCSYX return over 5 years is better than : 85.38 vs. IFACX (40.34).
| DCSYX | IFACX | DCSYX / IFACX | |
| Total Expense Ratio | 0.67 | 1.33 | 50% |
| Annual Report Gross Expense Ratio | 0.67 | 1.33 | 50% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 10.857 | 11.113 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 135B | 0% |
| Annual Yield % from dividends | 1.78 | 3.03 | 59% |
| Returns for 1 year | 9.26 | 14.38 | 64% |
| Returns for 3 years | 50.47 | 24.56 | 206% |
| Returns for 5 years | 85.38 | 40.34 | 212% |
| Returns for 10 years | 100.62 | 43.95 | 229% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement