Interact to see
Advertisement
Advertisement
DFSTX vs SZCAX
DFSTX vs SZCAX Comparison
Open Charts DFSTX vs SZCAX
DFSTX vs SZCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. SZCAX commentary
Feb 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 Hold and SZCAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. SZCAX (1.11B). DFSTX pays higher dividends than SZCAX: DFSTX (1.02) vs SZCAX (0.00). 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 (5.00). 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 : 13.21 vs. SZCAX (4.04). SZCAX (38.40) and DFSTX (38.07) have equivalent 5 years return.
| 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 | 6.752 | 4.748 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 1.11B | 1,628% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 13.21 | 4.04 | 327% |
| Returns for 3 years | 33.64 | 23.75 | 142% |
| Returns for 5 years | 38.07 | 38.40 | 99% |
| Returns for 10 years | 131.31 | 156.64 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement