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FPACX vs RPFCX
FPACX vs RPFCX Comparison
Open Charts FPACX vs RPFCX
Davis Balanced Fund A
Price$63.86
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets270.99M
FPACX vs RPFCX Comparison Chart in %
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FPACX vs. RPFCX commentary
Jun 29, 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 FPACX is a StrongBuy and RPFCX is a Buy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.8B vs. RPFCX (271M). FPACX pays higher dividends than RPFCX: FPACX (3.02) vs RPFCX (1.50). FPACX was incepted earlier than RPFCX: FPACX (32 years) vs RPFCX (33 years). FPACX (1.08) is less costly to investors than RPFCX (0.98). RPFCX is a more actively managed with annual turnover of: 20.00 vs. FPACX (10.00). RPFCX has a lower initial minimum investment than FPACX: RPFCX (1000) vs FPACX (1500). RPFCX annual gain was more profitable for investors over the last year : 8.66 vs. FPACX (7.26). RPFCX return over 5 years is better than : 84.81 vs. FPACX (47.20).
| FPACX | RPFCX | FPACX / RPFCX | |
| Total Expense Ratio | 1.06 | 0.98 | 108% |
| Annual Report Gross Expense Ratio | 1.08 | 0.98 | 110% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 6.892 | 9.412 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 271M | 3,985% |
| Annual Yield % from dividends | 3.02 | 1.50 | 201% |
| Returns for 1 year | 7.26 | 8.66 | 84% |
| Returns for 3 years | 36.19 | 46.02 | 79% |
| Returns for 5 years | 47.20 | 84.81 | 56% |
| Returns for 10 years | 35.55 | 90.94 | 39% |
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