DCSYX
Price
$64.29
Change
+$0.16 (+0.25%)
Updated
Jul 25 closing price
Net Assets
271.23M
FSDIX
Price
$17.85
Change
+$0.02 (+0.11%)
Updated
Jul 25 closing price
Net Assets
5.21B
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DCSYX vs FSDIX

Header iconDCSYX vs FSDIX Comparison
Open Charts DCSYX vs FSDIXBanner chart's image
Davis Balanced Fund Y
Price$64.29
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
DCSYX vs FSDIX Comparison Chart in %
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DCSYX 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 DCSYX is a Buy and FSDIX is a Buy.

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FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. DCSYX (271M). FSDIX pays higher dividends than DCSYX: FSDIX (2.44) vs DCSYX (1.78). DCSYX was incepted earlier than FSDIX: DCSYX (29 years) vs FSDIX (22 years). DCSYX (0.67) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. DCSYX (20.00). FSDIX has a lower initial minimum investment than DCSYX: FSDIX (0) vs DCSYX (5000000). FSDIX annual gain was more profitable for investors over the last year : 8.86 vs. DCSYX (7.88). DCSYX return over 5 years is better than : 79.89 vs. FSDIX (36.58).
DCSYXFSDIXDCSYX / FSDIX
Total Expense Ratio0.670.63106%
Annual Report Gross Expense Ratio0.670.63106%
Fund Existence29 years22 years-
Gain YTD9.7987.325134%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets271M5.21B5%
Annual Yield % from dividends1.782.4473%
Returns for 1 year7.888.8689%
Returns for 3 years46.6222.07211%
Returns for 5 years79.8936.58218%
Returns for 10 years102.7150.18205%
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