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DCSYX vs FTSDX
DCSYX vs FTSDX Comparison
Open Charts DCSYX vs FTSDX
Davis Balanced Fund Y
Price$64.29
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets271.23M
Fidelity Advisor Strategic Div & Inc M
Price$17.67
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
DCSYX vs FTSDX Comparison Chart in %
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DCSYX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. DCSYX (271M). FTSDX pays higher dividends than DCSYX: FTSDX (1.95) vs DCSYX (1.78). DCSYX was incepted earlier than FTSDX: DCSYX (29 years) vs FTSDX (22 years). FTSDX (1.17) is less costly to investors than DCSYX (0.67). FTSDX is a more actively managed with annual turnover of: 36.00 vs. DCSYX (20.00). FTSDX has a lower initial minimum investment than DCSYX: FTSDX (0) vs DCSYX (5000000). FTSDX (8.24) and DCSYX (7.88) have marching annual gain over last year. DCSYX return over 5 years is better than : 79.89 vs. FTSDX (32.79).
| DCSYX | FTSDX | DCSYX / FTSDX | |
| Total Expense Ratio | 0.67 | 1.17 | 57% |
| Annual Report Gross Expense Ratio | 0.67 | 1.17 | 57% |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | 9.798 | 6.999 | 140% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 5.21B | 5% |
| Annual Yield % from dividends | 1.78 | 1.95 | 91% |
| Returns for 1 year | 7.88 | 8.24 | 96% |
| Returns for 3 years | 46.62 | 20.05 | 232% |
| Returns for 5 years | 79.89 | 32.79 | 244% |
| Returns for 10 years | 102.71 | 43.55 | 236% |
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