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DFSTX vs SZCIX
DFSTX vs SZCIX Comparison
Open Charts DFSTX vs SZCIX
DFSTX vs SZCIX Comparison Chart in %
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DFSTX vs. SZCIX commentary
Feb 05, 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 SZCIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. SZCIX (1.11B). DFSTX pays higher dividends than SZCIX: DFSTX (1.02) vs SZCIX (0.40). DFSTX was incepted earlier than SZCIX: DFSTX (34 years) vs SZCIX (10 years). SZCIX (0.88) is less costly to investors than DFSTX (0.28). SZCIX is a more actively managed with annual turnover of: 16.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than SZCIX: DFSTX (0) vs SZCIX (1000000). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. SZCIX (4.40). SZCIX return over 5 years is better than : 40.73 vs. DFSTX (38.07).
| DFSTX | SZCIX | DFSTX / SZCIX | |
| Total Expense Ratio | 0.27 | 0.88 | 31% |
| Annual Report Gross Expense Ratio | 0.28 | 0.88 | 32% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 6.752 | 4.789 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 1.11B | 1,628% |
| Annual Yield % from dividends | 1.02 | 0.40 | 258% |
| Returns for 1 year | 13.21 | 4.40 | 300% |
| Returns for 3 years | 33.64 | 24.92 | 135% |
| Returns for 5 years | 38.07 | 40.73 | 93% |
| Returns for 10 years | 131.31 | N/A | - |
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