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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
Jul 31, 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 SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.6B vs. SZCRX (1.04B). DFSTX pays higher dividends than SZCRX: DFSTX (0.95) vs SZCRX (0.53). 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 : 25.88 vs. SZCRX (11.36). DFSTX return over 5 years is better than : 37.84 vs. SZCRX (32.35).
| 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 | 17.765 | 11.139 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 1.04B | 1,881% |
| Annual Yield % from dividends | 0.95 | 0.53 | 180% |
| Returns for 1 year | 25.88 | 11.36 | 228% |
| Returns for 3 years | 45.81 | 34.27 | 134% |
| Returns for 5 years | 37.84 | 32.35 | 117% |
| Returns for 10 years | 111.56 | 128.34 | 87% |
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