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DFSTX vs SZCIX
DFSTX vs SZCIX Comparison
Open Charts DFSTX vs SZCIX
DFSTX vs SZCIX Comparison Chart in %
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DFSTX vs. SZCIX commentary
Jul 14, 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 SZCIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.8B vs. SZCIX (1.1B). DFSTX pays higher dividends than SZCIX: DFSTX (0.95) vs SZCIX (0.35). 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 : 24.91 vs. SZCIX (14.04). DFSTX (39.10) and SZCIX (37.70) have equivalent 5 years return.
| 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 | 17.072 | 14.406 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 1.1B | 1,805% |
| Annual Yield % from dividends | 0.95 | 0.35 | 272% |
| Returns for 1 year | 24.91 | 14.04 | 177% |
| Returns for 3 years | 49.63 | 41.92 | 118% |
| Returns for 5 years | 39.10 | 37.70 | 104% |
| Returns for 10 years | 111.08 | 136.09 | 82% |
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