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DCSYX vs FSDIX
DCSYX vs FSDIX Comparison
Open Charts DCSYX vs FSDIX
Davis Balanced Fund Y
Price$62.81
Change-$0.48 (-0.76%)
VolumeN/A
Net Assets264.55M
Fidelity Strategic Dividend & Income
Price$17.30
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
DCSYX vs FSDIX Comparison Chart
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DCSYX vs. FSDIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. DCSYX (265M). FSDIX pays higher dividends than DCSYX: FSDIX (2.50) vs DCSYX (1.80). DCSYX was incepted earlier than FSDIX: DCSYX (29 years) vs FSDIX (21 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 : 7.11 vs. DCSYX (6.51). DCSYX return over 5 years is better than : 78.88 vs. FSDIX (37.33).
| DCSYX | FSDIX | DCSYX / FSDIX | |
| Total Expense Ratio | 0.67 | 0.63 | 106% |
| Annual Report Gross Expense Ratio | 0.67 | 0.63 | 106% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 6.800 | 3.306 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 5.13B | 5% |
| Annual Yield % from dividends | 1.80 | 2.50 | 72% |
| Returns for 1 year | 6.51 | 7.11 | 92% |
| Returns for 3 years | 46.39 | 23.18 | 200% |
| Returns for 5 years | 78.88 | 37.33 | 211% |
| Returns for 10 years | 86.07 | 43.06 | 200% |
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