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DCSYX vs IFACX
DCSYX vs IFACX Comparison
Open Charts DCSYX vs IFACX
Davis Balanced Fund Y
Price$62.10
Change-$0.11 (-0.18%)
VolumeN/A
Net Assets262.74M
American Funds Income Fund of Amer C
Price$25.77
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets131.86B
DCSYX vs IFACX Comparison Chart
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DCSYX vs. IFACX commentary
Jun 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: 132B vs. DCSYX (263M). IFACX pays higher dividends than DCSYX: IFACX (3.10) vs DCSYX (1.80). 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 : 12.14 vs. DCSYX (5.71). DCSYX return over 5 years is better than : 68.41 vs. IFACX (32.21).
| 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 | 5.592 | 7.861 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 132B | 0% |
| Annual Yield % from dividends | 1.80 | 3.10 | 58% |
| Returns for 1 year | 5.71 | 12.14 | 47% |
| Returns for 3 years | 31.76 | 13.79 | 230% |
| Returns for 5 years | 68.41 | 32.21 | 212% |
| Returns for 10 years | 82.94 | 37.03 | 224% |
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