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DFSTX vs SZCCX
DFSTX vs SZCCX Comparison
Open Charts DFSTX vs SZCCX
DFSTX vs SZCCX Comparison Chart in %
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DFSTX vs. SZCCX commentary
Oct 19, 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 SZCCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. SZCCX (1.04B). DFSTX pays higher dividends than SZCCX: DFSTX (1.07) vs SZCCX (0.10). DFSTX was incepted earlier than SZCCX: DFSTX (34 years) vs SZCCX (24 years). SZCCX (1.96) is less costly to investors than DFSTX (0.28). SZCCX is a more actively managed with annual turnover of: 29.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SZCCX: DFSTX (0) vs SZCCX (1000). SZCCX annual gain was more profitable for investors over the last year : 4.39 vs. DFSTX (3.09). SZCCX return over 5 years is better than : 76.46 vs. DFSTX (62.62).
| DFSTX | SZCCX | DFSTX / SZCCX | |
| Total Expense Ratio | 0.27 | 1.96 | 14% |
| Annual Report Gross Expense Ratio | 0.28 | 1.96 | 14% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 4.893 | 5.603 | 87% |
| Front Load | N/A | N/A | - |
| 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 | 0.10 | 1,060% |
| Returns for 1 year | 3.09 | 4.39 | 70% |
| Returns for 3 years | 34.06 | 24.58 | 139% |
| Returns for 5 years | 62.62 | 76.46 | 82% |
| Returns for 10 years | 73.60 | 75.69 | 97% |