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DCSCX vs FGIIX
DCSCX vs FGIIX Comparison
Open Charts DCSCX vs FGIIX
Davis Balanced Fund C
Price$68.07
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets295.31M
American Funds Growth and Inc 529-F-3
Price$21.75
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets21.95B
DCSCX vs FGIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FGIIX has more cash in the bank: 21.9B vs. DCSCX (295M). FGIIX pays higher dividends than DCSCX: FGIIX (1.94) vs DCSCX (0.87). DCSCX was incepted earlier than FGIIX: DCSCX (28 years) vs FGIIX (5 years). DCSCX (1.97) is less costly to investors than FGIIX (0.39). DCSCX is a more actively managed with annual turnover of: 20.00 vs. FGIIX (10.00). FGIIX has a lower initial minimum investment than DCSCX: FGIIX (250) vs DCSCX (1000). FGIIX annual gain was more profitable for investors over the last year : 16.92 vs. DCSCX (15.59). DCSCX return over 5 years is better than : 51.87 vs. FGIIX (37.96).
| DCSCX | FGIIX | DCSCX / FGIIX | |
| Total Expense Ratio | 1.75 | 0.39 | 449% |
| Annual Report Gross Expense Ratio | 1.97 | 0.39 | 505% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | 2.008 | 2.161 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 21.9B | 1% |
| Annual Yield % from dividends | 0.87 | 1.94 | 45% |
| Returns for 1 year | 15.59 | 16.92 | 92% |
| Returns for 3 years | 46.35 | 47.27 | 98% |
| Returns for 5 years | 51.87 | 37.96 | 137% |
| Returns for 10 years | 149.29 | N/A | - |
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