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DFSTX vs SZCCX
DFSTX vs SZCCX Comparison
Open Charts DFSTX vs SZCCX
DFSTX vs SZCCX Comparison Chart in %
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DFSTX vs. SZCCX commentary
Aug 08, 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 Buy and SZCCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 20B vs. SZCCX (1.06B). DFSTX pays higher dividends than SZCCX: DFSTX (0.97) 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 : 30.25 vs. SZCCX (12.74). DFSTX return over 5 years is better than : 39.39 vs. SZCCX (23.72).
| DFSTX | SZCCX | DFSTX / SZCCX | |
| Total Expense Ratio | 0.27 | 1.94 | 14% |
| Annual Report Gross Expense Ratio | 0.28 | 1.94 | 14% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 20.341 | 12.045 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20B | 1.06B | 1,896% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | 30.25 | 12.74 | 237% |
| Returns for 3 years | 50.59 | 30.95 | 163% |
| Returns for 5 years | 39.39 | 23.72 | 166% |
| Returns for 10 years | 114.51 | 96.77 | 118% |
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