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DFSTX vs SZCRX
DFSTX vs SZCRX Comparison
Open Charts DFSTX vs SZCRX
DFSTX vs SZCRX Comparison Chart in %
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DFSTX vs. SZCRX commentary
Oct 07, 2025
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 SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. SZCRX (1.05B). DFSTX pays higher dividends than SZCRX: DFSTX (1.07) vs SZCRX (0.74). DFSTX was incepted earlier than SZCRX: DFSTX (34 years) vs SZCRX (9 years). SZCRX (0.81) is less costly to investors than DFSTX (0.28). SZCRX is a more actively managed with annual turnover of: 29.00 vs. DFSTX (6.00). DFSTX (0) and SZCRX (0) have matching initial minimum investment requirements. SZCRX annual gain was more profitable for investors over the last year : 10.11 vs. DFSTX (8.40). SZCRX return over 5 years is better than : 93.61 vs. DFSTX (69.18).
| DFSTX | SZCRX | DFSTX / SZCRX | |
| Total Expense Ratio | 0.27 | 0.81 | 33% |
| Annual Report Gross Expense Ratio | 0.28 | 0.81 | 35% |
| Fund Existence | 34 years | 9 years | - |
| Gain YTD | 7.119 | 8.185 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.05B | 1,643% |
| Annual Yield % from dividends | 1.07 | 0.74 | 144% |
| Returns for 1 year | 8.40 | 10.11 | 83% |
| Returns for 3 years | 42.06 | 33.68 | 125% |
| Returns for 5 years | 69.18 | 93.61 | 74% |
| Returns for 10 years | 77.05 | N/A | - |
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