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FPACX vs RPFCX
FPACX vs RPFCX Comparison
Open Charts FPACX vs RPFCX
Davis Balanced Fund A
Price$58.79
Change-$2.02 (-3.32%)
VolumeN/A
Net Assets260.15M
FPACX vs RPFCX Comparison Chart
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FPACX vs. RPFCX commentary
Apr 04, 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 Buy and RPFCX is a Hold.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.4B vs. RPFCX (260M). FPACX pays higher dividends than RPFCX: FPACX (2.94) vs RPFCX (1.84). FPACX was incepted earlier than RPFCX: FPACX (32 years) vs RPFCX (33 years). FPACX (1.08) is less costly to investors than RPFCX (1.00). RPFCX is a more actively managed with annual turnover of: 15.00 vs. FPACX (14.00). 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 : 4.35 vs. FPACX (1.77). RPFCX return over 5 years is better than : 101.80 vs. FPACX (63.05).
| FPACX | RPFCX | FPACX / RPFCX | |
| Total Expense Ratio | 1.06 | 1.00 | 106% |
| Annual Report Gross Expense Ratio | 1.08 | 1.00 | 108% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -0.050 | 3.809 | -1% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 260M | 4,000% |
| Annual Yield % from dividends | 2.94 | 1.84 | 160% |
| Returns for 1 year | 1.77 | 4.35 | 41% |
| Returns for 3 years | 14.99 | 19.16 | 78% |
| Returns for 5 years | 63.05 | 101.80 | 62% |
| Returns for 10 years | 26.38 | 78.46 | 34% |
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