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CGNAX vs DCSYX
CGNAX vs DCSYX Comparison
Open Charts CGNAX vs DCSYX
American Funds Growth and Inc Port 529A
Price$21.83
Change-$0.30 (-1.36%)
VolumeN/A
Net Assets21.69B
Davis Balanced Fund Y
Price$68.37
Change-$0.51 (-0.74%)
VolumeN/A
Net Assets286.26M
CGNAX vs DCSYX Comparison Chart in %
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CGNAX vs. DCSYX commentary
Nov 14, 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 CGNAX is a Hold and DCSYX is a Hold.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 21.7B vs. DCSYX (286M). DCSYX pays higher dividends than CGNAX: DCSYX (1.68) vs CGNAX (1.56). CGNAX was incepted earlier than DCSYX: CGNAX (14 years) vs DCSYX (29 years). CGNAX (0.69) 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). CGNAX annual gain was more profitable for investors over the last year : 11.34 vs. DCSYX (7.77). DCSYX return over 5 years is better than : 74.82 vs. CGNAX (41.06).
| CGNAX | DCSYX | CGNAX / DCSYX | |
| Total Expense Ratio | 0.69 | 0.67 | 103% |
| Annual Report Gross Expense Ratio | 0.69 | 0.67 | 103% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 15.783 | 17.256 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 286M | 7,587% |
| Annual Yield % from dividends | 1.56 | 1.68 | 93% |
| Returns for 1 year | 11.34 | 7.77 | 146% |
| Returns for 3 years | 45.16 | 50.77 | 89% |
| Returns for 5 years | 41.06 | 74.82 | 55% |
| Returns for 10 years | 97.27 | 134.41 | 72% |
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