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DCSYX vs FCSDX
DCSYX vs FCSDX Comparison
Open Charts DCSYX vs FCSDX
Davis Balanced Fund Y
Price$71.02
Change+$0.32 (+0.45%)
VolumeN/A
Net Assets297.54M
Fidelity Advisor Strategic Div & Inc C
Price$18.47
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets5.38B
DCSYX vs FCSDX Comparison Chart in %
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DCSYX vs. FCSDX commentary
Dec 13, 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 DCSYX is a StrongBuy and FCSDX is a Hold.
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.38B vs. DCSYX (298M). DCSYX pays higher dividends than FCSDX: DCSYX (1.62) vs FCSDX (1.45). DCSYX was incepted earlier than FCSDX: DCSYX (29 years) vs FCSDX (22 years). FCSDX (1.67) is less costly to investors than DCSYX (0.67). FCSDX is a more actively managed with annual turnover of: 36.00 vs. DCSYX (20.00). FCSDX has a lower initial minimum investment than DCSYX: FCSDX (0) vs DCSYX (5000000). DCSYX annual gain was more profitable for investors over the last year : 11.52 vs. FCSDX (5.07). DCSYX return over 5 years is better than : 74.31 vs. FCSDX (21.58).
| DCSYX | FCSDX | DCSYX / FCSDX | |
| Total Expense Ratio | 0.67 | 1.67 | 40% |
| Annual Report Gross Expense Ratio | 0.67 | 1.67 | 40% |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | 21.801 | 11.667 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 5.38B | 6% |
| Annual Yield % from dividends | 1.62 | 1.45 | 111% |
| Returns for 1 year | 11.52 | 5.07 | 227% |
| Returns for 3 years | 57.33 | 21.66 | 265% |
| Returns for 5 years | 74.31 | 21.58 | 344% |
| Returns for 10 years | 147.99 | 54.18 | 273% |
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