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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
Jun 04, 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 SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.2B vs. SZCRX (1.1B). DFSTX pays higher dividends than SZCRX: DFSTX (0.95) vs SZCRX (0.56). DFSTX was incepted earlier than SZCRX: DFSTX (34 years) vs SZCRX (10 years). SZCRX (0.79) is less costly to investors than DFSTX (0.28). SZCRX is a more actively managed with annual turnover of: 16.00 vs. DFSTX (5.00). DFSTX (0) and SZCRX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 30.03 vs. SZCRX (16.10). DFSTX (30.43) and SZCRX (29.61) have equivalent 5 years return.
| DFSTX | SZCRX | DFSTX / SZCRX | |
| Total Expense Ratio | 0.27 | 0.79 | 34% |
| Annual Report Gross Expense Ratio | 0.28 | 0.79 | 35% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 13.826 | 11.599 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 1.1B | 1,741% |
| Annual Yield % from dividends | 0.95 | 0.56 | 170% |
| Returns for 1 year | 30.03 | 16.10 | 187% |
| Returns for 3 years | 53.77 | 43.27 | 124% |
| Returns for 5 years | 30.43 | 29.61 | 103% |
| Returns for 10 years | 111.47 | 142.48 | 78% |
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