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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
Dec 04, 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 Buy and SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.3B vs. SZCIX (1.08B). DFSTX pays higher dividends than SZCIX: DFSTX (1.05) vs SZCIX (0.69). 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: 29.00 vs. DFSTX (6.00). 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 : -1.01 vs. SZCIX (-3.18). SZCIX return over 5 years is better than : 64.54 vs. DFSTX (48.90).
| 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 | 7.490 | 4.224 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.08B | 1,600% |
| Annual Yield % from dividends | 1.05 | 0.69 | 152% |
| Returns for 1 year | -1.01 | -3.18 | 32% |
| Returns for 3 years | 25.41 | 21.24 | 120% |
| Returns for 5 years | 48.90 | 64.54 | 76% |
| Returns for 10 years | 74.83 | N/A | - |
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