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DCSYX vs FTSDX
DCSYX vs FTSDX Comparison
Open Charts DCSYX vs FTSDX
Davis Balanced Fund Y
Price$62.81
Change-$0.48 (-0.76%)
VolumeN/A
Net Assets264.55M
Fidelity Advisor Strategic Div & Inc M
Price$17.12
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets5.13B
DCSYX vs FTSDX Comparison Chart
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DCSYX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.13B vs. DCSYX (265M). FTSDX pays higher dividends than DCSYX: FTSDX (1.99) vs DCSYX (1.80). DCSYX was incepted earlier than FTSDX: DCSYX (29 years) vs FTSDX (21 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 (6.54) and DCSYX (6.51) have marching annual gain over last year. DCSYX return over 5 years is better than : 78.88 vs. FTSDX (33.52).
| 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 | 21 years | - |
| Gain YTD | 6.800 | 3.080 | 221% |
| Front Load | N/A | 4% | - |
| 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 | 1.99 | 90% |
| Returns for 1 year | 6.51 | 6.54 | 100% |
| Returns for 3 years | 46.39 | 21.13 | 220% |
| Returns for 5 years | 78.88 | 33.52 | 235% |
| Returns for 10 years | 86.07 | 36.94 | 233% |
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