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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
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 Buy and SZCRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.3B vs. SZCRX (1.11B). DFSTX pays higher dividends than SZCRX: DFSTX (1.02) vs SZCRX (0.60). 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 (5.00). DFSTX (0) and SZCRX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 12.74 vs. SZCRX (3.57). SZCRX return over 5 years is better than : 40.00 vs. DFSTX (37.71).
| 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 | 7.479 | 5.215 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 1.11B | 1,652% |
| Annual Yield % from dividends | 1.02 | 0.60 | 170% |
| Returns for 1 year | 12.74 | 3.57 | 357% |
| Returns for 3 years | 34.55 | 25.69 | 134% |
| Returns for 5 years | 37.71 | 40.00 | 94% |
| Returns for 10 years | 132.88 | N/A | - |
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