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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
Dec 28, 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: 17.5B vs. SZCAX (1.1B). DFSTX pays higher dividends than SZCAX: DFSTX (1.05) vs SZCAX (0.41). DFSTX was incepted earlier than SZCAX: DFSTX (34 years) vs SZCAX (25 years). SZCAX (1.17) is less costly to investors than DFSTX (0.28). SZCAX is a more actively managed with annual turnover of: 16.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SZCAX: DFSTX (0) vs SZCAX (1000). DFSTX annual gain was more profitable for investors over the last year : 8.22 vs. SZCAX (3.45). SZCAX return over 5 years is better than : 50.70 vs. DFSTX (44.84).
| 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 | 25 years | - |
| Gain YTD | 10.170 | 4.981 | 204% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.1B | 1,592% |
| Annual Yield % from dividends | 1.05 | 0.41 | 259% |
| Returns for 1 year | 8.22 | 3.45 | 238% |
| Returns for 3 years | 42.48 | 27.54 | 154% |
| Returns for 5 years | 44.84 | 50.70 | 88% |
| Returns for 10 years | 93.81 | 117.99 | 80% |
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