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CGNGX vs DCSYX
CGNGX vs DCSYX Comparison
Open Charts CGNGX vs DCSYX
American Funds Growth and Inc PortABLE-A
Price$22.51
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.95B
Davis Balanced Fund Y
Price$71.41
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets299.08M
CGNGX vs DCSYX Comparison Chart in %
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CGNGX vs. DCSYX commentary
Dec 28, 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 CGNGX is a Hold and DCSYX is a Hold.
FUNDAMENTALS
Fundamentals
CGNGX has more cash in the bank: 21.9B vs. DCSYX (299M). DCSYX (1.62) and CGNGX (1.59) have matching dividends . CGNGX was incepted earlier than DCSYX: CGNGX (7 years) vs DCSYX (29 years). DCSYX (0.67) is less costly to investors than CGNGX (0.62). DCSYX is a more actively managed with annual turnover of: 20.00 vs. CGNGX (10.00). CGNGX has a lower initial minimum investment than DCSYX: CGNGX (250) vs DCSYX (5000000). DCSYX (14.68) and CGNGX (14.02) have marching annual gain over last year. DCSYX return over 5 years is better than : 74.51 vs. CGNGX (43.46).
| CGNGX | DCSYX | CGNGX / DCSYX | |
| Total Expense Ratio | 0.57 | 0.67 | 85% |
| Annual Report Gross Expense Ratio | 0.62 | 0.67 | 93% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 19.192 | 22.470 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 299M | 7,324% |
| Annual Yield % from dividends | 1.59 | 1.62 | 99% |
| Returns for 1 year | 14.02 | 14.68 | 96% |
| Returns for 3 years | 50.10 | 62.24 | 80% |
| Returns for 5 years | 43.46 | 74.51 | 58% |
| Returns for 10 years | N/A | 145.05 | - |
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