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DFSTX vs SZCAX
DFSTX vs SZCAX Comparison
Open Charts DFSTX vs SZCAX
DFSTX vs SZCAX Comparison Chart in %
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DFSTX vs. SZCAX commentary
Oct 21, 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 SZCAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. SZCAX (1.04B). DFSTX pays higher dividends than SZCAX: DFSTX (1.07) vs SZCAX (0.40). DFSTX was incepted earlier than SZCAX: DFSTX (34 years) vs SZCAX (24 years). SZCAX (1.17) is less costly to investors than DFSTX (0.28). SZCAX is a more actively managed with annual turnover of: 29.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SZCAX: DFSTX (0) vs SZCAX (1000). SZCAX annual gain was more profitable for investors over the last year : 5.46 vs. DFSTX (3.09). SZCAX return over 5 years is better than : 85.16 vs. DFSTX (62.62).
| DFSTX | SZCAX | DFSTX / SZCAX | |
| Total Expense Ratio | 0.27 | 1.17 | 23% |
| Annual Report Gross Expense Ratio | 0.28 | 1.17 | 24% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 4.893 | 6.294 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.04B | 1,618% |
| Annual Yield % from dividends | 1.07 | 0.40 | 270% |
| Returns for 1 year | 3.09 | 5.46 | 57% |
| Returns for 3 years | 34.06 | 28.16 | 121% |
| Returns for 5 years | 62.62 | 85.16 | 74% |
| Returns for 10 years | 73.60 | 98.21 | 75% |