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CGNAX vs DCSYX
CGNAX vs DCSYX Comparison
Open Charts CGNAX vs DCSYX
American Funds Growth and Inc Port 529A
Price$21.73
Change-$0.15 (-0.69%)
VolumeN/A
Net Assets21.95B
Davis Balanced Fund Y
Price$69.67
Change+$3.00 (+4.50%)
VolumeN/A
Net Assets298.16M
CGNAX vs DCSYX Comparison Chart in %
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CGNAX vs. DCSYX commentary
Feb 04, 2026
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 CGNAX is a Hold and DCSYX is a Hold.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 21.9B vs. DCSYX (298M). DCSYX pays higher dividends than CGNAX: DCSYX (1.81) vs CGNAX (1.63). CGNAX was incepted earlier than DCSYX: CGNAX (14 years) vs DCSYX (29 years). CGNAX (0.68) and DCSYX (0.67) have similar cost to investors . DCSYX is a more actively managed with annual turnover of: 20.00 vs. CGNAX (10.00). CGNAX has a lower initial minimum investment than DCSYX: CGNAX (250) vs DCSYX (5000000). DCSYX annual gain was more profitable for investors over the last year : 14.70 vs. CGNAX (12.92). DCSYX return over 5 years is better than : 59.67 vs. CGNAX (33.62).
| CGNAX | DCSYX | CGNAX / DCSYX | |
| Total Expense Ratio | 0.68 | 0.67 | 101% |
| Annual Report Gross Expense Ratio | 0.68 | 0.67 | 101% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 2.163 | 3.475 | 62% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 298M | 7,349% |
| Annual Yield % from dividends | 1.63 | 1.81 | 90% |
| Returns for 1 year | 12.92 | 14.70 | 88% |
| Returns for 3 years | 43.58 | 48.13 | 91% |
| Returns for 5 years | 33.62 | 59.67 | 56% |
| Returns for 10 years | 115.95 | 175.55 | 66% |
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