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DCSCX vs FSDIX
DCSCX vs FSDIX Comparison
Open Charts DCSCX vs FSDIX
Davis Balanced Fund C
Price$63.71
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets271.23M
Fidelity Strategic Dividend & Income
Price$17.85
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
DCSCX vs FSDIX Comparison Chart in %
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DCSCX vs. FSDIX commentary
Jul 27, 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 (271M). 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 : 8.86 vs. DCSCX (6.69). DCSCX return over 5 years is better than : 70.33 vs. FSDIX (36.58).
| 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 | 9.126 | 7.325 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 5.21B | 5% |
| Annual Yield % from dividends | 0.79 | 2.44 | 32% |
| Returns for 1 year | 6.69 | 8.86 | 76% |
| Returns for 3 years | 41.89 | 22.07 | 190% |
| Returns for 5 years | 70.33 | 36.58 | 192% |
| Returns for 10 years | 88.13 | 50.18 | 176% |
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