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DCSYX vs FIQWX
DCSYX vs FIQWX Comparison
Open Charts DCSYX vs FIQWX
Davis Balanced Fund Y
Price$64.91
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets274.14M
Fidelity Advisor Strategic Div & Inc Z
Price$17.72
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
DCSYX vs FIQWX Comparison Chart in %
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DCSYX vs. FIQWX commentary
Jul 06, 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 Buy and FIQWX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.21B vs. DCSYX (274M). FIQWX pays higher dividends than DCSYX: FIQWX (2.51) vs DCSYX (1.78). DCSYX was incepted earlier than FIQWX: DCSYX (29 years) vs FIQWX (7 years). DCSYX (0.67) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. DCSYX (20.00). FIQWX has a lower initial minimum investment than DCSYX: FIQWX (0) vs DCSYX (5000000). FIQWX (9.40) and DCSYX (9.26) have marching annual gain over last year. DCSYX return over 5 years is better than : 85.38 vs. FIQWX (39.23).
| DCSYX | FIQWX | DCSYX / FIQWX | |
| Total Expense Ratio | 0.67 | 0.56 | 120% |
| Annual Report Gross Expense Ratio | 0.67 | 0.56 | 120% |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | 10.857 | 6.271 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 5.21B | 5% |
| Annual Yield % from dividends | 1.78 | 2.51 | 71% |
| Returns for 1 year | 9.26 | 9.40 | 99% |
| Returns for 3 years | 50.47 | 23.00 | 219% |
| Returns for 5 years | 85.38 | 39.23 | 218% |
| Returns for 10 years | 100.62 | N/A | - |
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