DCSYX
Price
$64.29
Change
+$0.16 (+0.25%)
Updated
Jul 25 closing price
Net Assets
271.23M
FTSDX
Price
$17.67
Change
+$0.02 (+0.11%)
Updated
Jul 25 closing price
Net Assets
5.21B
Interact to see
Advertisement

DCSYX vs FTSDX

Header iconDCSYX vs FTSDX Comparison
Open Charts DCSYX vs FTSDXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
DCSYXFTSDXDCSYX / FTSDX
Total Expense Ratio0.671.1757%
Annual Report Gross Expense Ratio0.671.1757%
Fund Existence29 years22 years-
Gain YTD9.7986.999140%
Front LoadN/A4%-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets271M5.21B5%
Annual Yield % from dividends1.781.9591%
Returns for 1 year7.888.2496%
Returns for 3 years46.6220.05232%
Returns for 5 years79.8932.79244%
Returns for 10 years102.7143.55236%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PRDMX51.550.54
+1.06%
T. Rowe Price Diversified Mid Cap Gr
LMCQX33.700.29
+0.87%
Lord Abbett Mid Cap Stock R2
HLHIX27.920.13
+0.47%
Virtus KAR Health Sciences Inst
VDADX56.740.26
+0.46%
Vanguard Dividend Appreciation Index Adm
AVDNX14.52-0.01
-0.07%
Avantis® International Equity G