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DFSTX vs SZCRX
DFSTX vs SZCRX Comparison
Open Charts DFSTX vs SZCRX
DFSTX vs SZCRX Comparison Chart in %
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DFSTX vs. SZCRX 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 SZCRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. SZCRX (1.1B). DFSTX pays higher dividends than SZCRX: DFSTX (1.05) vs SZCRX (0.76). DFSTX was incepted earlier than SZCRX: DFSTX (34 years) vs SZCRX (10 years). SZCRX (0.81) is less costly to investors than DFSTX (0.28). SZCRX is a more actively managed with annual turnover of: 16.00 vs. DFSTX (6.00). DFSTX (0) and SZCRX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 8.22 vs. SZCRX (3.25). SZCRX return over 5 years is better than : 52.71 vs. DFSTX (44.84).
| DFSTX | SZCRX | DFSTX / SZCRX | |
| Total Expense Ratio | 0.27 | 0.81 | 33% |
| Annual Report Gross Expense Ratio | 0.28 | 0.81 | 35% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 10.170 | 4.776 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.1B | 1,592% |
| Annual Yield % from dividends | 1.05 | 0.76 | 138% |
| Returns for 1 year | 8.22 | 3.25 | 253% |
| Returns for 3 years | 42.48 | 28.27 | 150% |
| Returns for 5 years | 44.84 | 52.71 | 85% |
| Returns for 10 years | 93.81 | N/A | - |
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