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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
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.8B vs. SZCIX (1.11B). DFSTX pays higher dividends than SZCIX: DFSTX (0.95) 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 : 32.05 vs. SZCIX (17.11). DFSTX return over 5 years is better than : 36.03 vs. SZCIX (31.05).
| 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 | 16.971 | 13.525 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 1.11B | 1,782% |
| Annual Yield % from dividends | 0.95 | 0.37 | 258% |
| Returns for 1 year | 32.05 | 17.11 | 187% |
| Returns for 3 years | 57.94 | 44.71 | 130% |
| Returns for 5 years | 36.03 | 31.05 | 116% |
| Returns for 10 years | 124.59 | 154.50 | 81% |
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