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DCSYX vs RGQFX
DCSYX vs RGQFX Comparison
Open Charts DCSYX vs RGQFX
Davis Balanced Fund Y
Price$66.72
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets279.44M
American Funds Growth and Inc Port R5E
Price$21.75
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets21.43B
DCSYX vs RGQFX Comparison Chart in %
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DCSYX vs. RGQFX commentary
Oct 18, 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 Hold and RGQFX is a Hold.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 21.4B vs. DCSYX (279M). RGQFX (1.76) and DCSYX (1.69) have matching dividends . DCSYX was incepted earlier than RGQFX: DCSYX (29 years) vs RGQFX (10 years). DCSYX (0.67) is less costly to investors than RGQFX (0.47). DCSYX is a more actively managed with annual turnover of: 20.00 vs. RGQFX (10.00). RGQFX has a lower initial minimum investment than DCSYX: RGQFX (250) vs DCSYX (5000000). RGQFX annual gain was more profitable for investors over the last year : 11.04 vs. DCSYX (8.88). DCSYX return over 5 years is better than : 79.25 vs. RGQFX (42.85).
| DCSYX | RGQFX | DCSYX / RGQFX | |
| Total Expense Ratio | 0.67 | 0.47 | 143% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 14.427 | 15.586 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 21.4B | 1% |
| Annual Yield % from dividends | 1.69 | 1.76 | 96% |
| Returns for 1 year | 8.88 | 11.04 | 80% |
| Returns for 3 years | 59.10 | 54.04 | 109% |
| Returns for 5 years | 79.25 | 42.85 | 185% |
| Returns for 10 years | 123.92 | N/A | - |
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