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DCSYX vs FSDIX
DCSYX vs FSDIX Comparison
Open Charts DCSYX vs FSDIX
Davis Balanced Fund Y
Price$64.91
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets274.14M
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
DCSYX vs FSDIX Comparison Chart in %
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DCSYX vs. FSDIX 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 FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. DCSYX (274M). 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 (9.35) and DCSYX (9.26) have marching annual gain over last year. DCSYX return over 5 years is better than : 85.38 vs. FSDIX (38.70).
| 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 | 22 years | - |
| Gain YTD | 10.857 | 6.232 | 174% |
| 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 | 2.44 | 73% |
| Returns for 1 year | 9.26 | 9.35 | 99% |
| Returns for 3 years | 50.47 | 22.76 | 222% |
| Returns for 5 years | 85.38 | 38.70 | 221% |
| Returns for 10 years | 100.62 | 49.60 | 203% |
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