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
Aug 24, 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 SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.9B vs. SZCIX (969M). DFSTX pays higher dividends than SZCIX: DFSTX (0.97) vs SZCIX (0.37). DFSTX was incepted earlier than SZCIX: DFSTX (34 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 : 26.64 vs. SZCIX (9.23). DFSTX return over 5 years is better than : 42.22 vs. SZCIX (34.17).
| DFSTX | SZCIX | DFSTX / SZCIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.28 | 0.86 | 33% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 20.091 | 11.973 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 969M | 2,054% |
| Annual Yield % from dividends | 0.97 | 0.37 | 261% |
| Returns for 1 year | 26.64 | 9.23 | 289% |
| Returns for 3 years | 57.96 | 37.94 | 153% |
| Returns for 5 years | 42.22 | 34.17 | 124% |
| Returns for 10 years | 111.33 | 127.29 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement