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FPCSX vs RPFCX
FPCSX vs RPFCX Comparison
Open Charts FPCSX vs RPFCX
FPA Crescent Supra Institutional
Price$39.20
Change-$1.26 (-3.11%)
VolumeN/A
Net Assets10.39B
Davis Balanced Fund A
Price$58.79
Change-$2.02 (-3.32%)
VolumeN/A
Net Assets260.15M
FPCSX vs RPFCX Comparison Chart
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FPCSX 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 FPCSX is a Buy and RPFCX is a Hold.
FUNDAMENTALS
Fundamentals
FPCSX has more cash in the bank: 10.4B vs. RPFCX (260M). FPCSX pays higher dividends than RPFCX: FPCSX (2.95) vs RPFCX (1.84). FPCSX was incepted earlier than RPFCX: FPCSX (5 years) vs RPFCX (33 years). FPCSX (1.02) and RPFCX (1.00) have similar cost to investors . RPFCX is a more actively managed with annual turnover of: 15.00 vs. FPCSX (14.00). RPFCX has a lower initial minimum investment than FPCSX: RPFCX (1000) vs FPCSX (1500). RPFCX annual gain was more profitable for investors over the last year : 4.35 vs. FPCSX (1.84).
| FPCSX | RPFCX | FPCSX / RPFCX | |
| Total Expense Ratio | 0.99 | 1.00 | 99% |
| Annual Report Gross Expense Ratio | 1.02 | 1.00 | 102% |
| Fund Existence | 5 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 | 2.95 | 1.84 | 160% |
| Returns for 1 year | 1.84 | 4.35 | 42% |
| Returns for 3 years | 15.21 | 19.16 | 79% |
| Returns for 5 years | N/A | 101.80 | - |
| Returns for 10 years | N/A | 78.46 | - |
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