Interact to see
Advertisement
Advertisement
DCSCX vs FSDIX
DCSCX vs FSDIX Comparison
Open Charts DCSCX vs FSDIX
Davis Balanced Fund C
Price$64.37
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets274.14M
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
DCSCX vs FSDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DCSCX vs. FSDIX commentary
Jul 07, 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 DCSCX is a Buy and FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. DCSCX (274M). FSDIX pays higher dividends than DCSCX: FSDIX (2.44) vs DCSCX (0.79). DCSCX was incepted earlier than FSDIX: DCSCX (28 years) vs FSDIX (22 years). DCSCX (1.97) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. DCSCX (20.00). FSDIX has a lower initial minimum investment than DCSCX: FSDIX (0) vs DCSCX (1000). FSDIX annual gain was more profitable for investors over the last year : 9.35 vs. DCSCX (8.05). DCSCX return over 5 years is better than : 75.57 vs. FSDIX (38.70).
| DCSCX | FSDIX | DCSCX / FSDIX | |
| Total Expense Ratio | 1.75 | 0.63 | 278% |
| Annual Report Gross Expense Ratio | 1.97 | 0.63 | 313% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 10.257 | 6.232 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 5.21B | 5% |
| Annual Yield % from dividends | 0.79 | 2.44 | 32% |
| Returns for 1 year | 8.05 | 9.35 | 86% |
| Returns for 3 years | 45.61 | 22.76 | 200% |
| Returns for 5 years | 75.57 | 38.70 | 195% |
| Returns for 10 years | 86.21 | 49.60 | 174% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PLARX | 11.26 | 0.08 | +0.72% |
| Principal SmallCap Value II R5 | |||
| SBRVX | 15.07 | 0.09 | +0.60% |
| Segall Bryant & Hamill Sm Cp Val Ret | |||
| PZVMX | 12.56 | 0.05 | +0.40% |
| Pzena Mid Cap Value Investor | |||
| AEPGX | 60.74 | 0.13 | +0.21% |
| American Funds EUPAC A | |||
| IHOIX | 21.40 | 0.03 | +0.14% |
| Hartford International Opportunities I | |||