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FCSDX vs RPFCX
FCSDX vs RPFCX Comparison
Open Charts FCSDX vs RPFCX
Fidelity Advisor Strategic Div & Inc C
Price$17.53
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
Davis Balanced Fund A
Price$64.61
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets274.14M
FCSDX vs RPFCX Comparison Chart in %
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FCSDX vs. RPFCX commentary
Jul 08, 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 FCSDX is a Buy and RPFCX is a Buy.
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.21B vs. RPFCX (274M). RPFCX (1.49) and FCSDX (1.44) have matching dividends . FCSDX was incepted earlier than RPFCX: FCSDX (22 years) vs RPFCX (33 years). FCSDX (1.67) is less costly to investors than RPFCX (0.98). FCSDX is a more actively managed with annual turnover of: 36.00 vs. RPFCX (20.00). FCSDX has a lower initial minimum investment than RPFCX: FCSDX (0) vs RPFCX (1000). RPFCX annual gain was more profitable for investors over the last year : 8.91 vs. FCSDX (8.18). RPFCX return over 5 years is better than : 82.44 vs. FCSDX (31.39).
| FCSDX | RPFCX | FCSDX / RPFCX | |
| Total Expense Ratio | 1.67 | 0.98 | 170% |
| Annual Report Gross Expense Ratio | 1.67 | 0.98 | 170% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 5.662 | 10.697 | 53% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 274M | 1,901% |
| Annual Yield % from dividends | 1.44 | 1.49 | 96% |
| Returns for 1 year | 8.18 | 8.91 | 92% |
| Returns for 3 years | 18.80 | 49.03 | 38% |
| Returns for 5 years | 31.39 | 82.44 | 38% |
| Returns for 10 years | 37.95 | 96.26 | 39% |
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