DFSTX
Price
$60.71
Change
-$0.88 (-1.43%)
Updated
Jul 29 closing price
Net Assets
19.84B
SZCCX
Price
$42.79
Change
-$0.55 (-1.27%)
Updated
Jul 29 closing price
Net Assets
1.07B
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DFSTX vs SZCCX

DFSTX vs SZCCX Comparison Chart in %
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DFSTX vs. SZCCX commentary
Jul 31, 2026

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 DFSTX is a Hold and SZCCX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.8B vs. SZCCX (1.07B). DFSTX pays higher dividends than SZCCX: DFSTX (0.95) vs SZCCX (0.00). DFSTX was incepted earlier than SZCCX: DFSTX (34 years) vs SZCCX (25 years). SZCCX (1.94) is less costly to investors than DFSTX (0.28). SZCCX is a more actively managed with annual turnover of: 16.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than SZCCX: DFSTX (0) vs SZCCX (1000). DFSTX annual gain was more profitable for investors over the last year : 24.13 vs. SZCCX (10.31). DFSTX return over 5 years is better than : 36.65 vs. SZCCX (24.86).
DFSTXSZCCXDFSTX / SZCCX
Total Expense Ratio0.271.9414%
Annual Report Gross Expense Ratio0.281.9414%
Fund Existence34 years25 years-
Gain YTD16.74511.787142%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets19.8B1.07B1,854%
Annual Yield % from dividends0.950.00-
Returns for 1 year24.1310.31234%
Returns for 3 years45.7231.48145%
Returns for 5 years36.6524.86147%
Returns for 10 years109.3298.57111%
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