Interact to see
Advertisement
Advertisement
DFSTX vs SZCIX
DFSTX vs SZCIX Comparison
Open Charts DFSTX vs SZCIX
DFSTX vs SZCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. SZCIX commentary
Sep 15, 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 StrongBuy and SZCIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.3B vs. SZCIX (906M). DFSTX pays higher dividends than SZCIX: DFSTX (0.97) vs SZCIX (0.38). DFSTX was incepted earlier than SZCIX: DFSTX (35 years) vs SZCIX (10 years). SZCIX (0.86) is less costly to investors than DFSTX (0.28). SZCIX is a more actively managed with annual turnover of: 16.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than SZCIX: DFSTX (0) vs SZCIX (1000000). DFSTX annual gain was more profitable for investors over the last year : 17.08 vs. SZCIX (3.08). DFSTX return over 5 years is better than : 36.53 vs. SZCIX (26.55).
| DFSTX | SZCIX | DFSTX / SZCIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.28 | 0.86 | 33% |
| Fund Existence | 35 years | 10 years | - |
| Gain YTD | 16.572 | 8.870 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.3B | 906M | 2,130% |
| Annual Yield % from dividends | 0.97 | 0.38 | 258% |
| Returns for 1 year | 17.08 | 3.08 | 555% |
| Returns for 3 years | 53.55 | 35.09 | 153% |
| Returns for 5 years | 36.53 | 26.55 | 138% |
| Returns for 10 years | 110.94 | 125.52 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers