Interact to see
Advertisement
Advertisement
BSMAX vs DFSTX
BSMAX vs DFSTX Comparison
Open Charts BSMAX vs DFSTX
BSMAX vs DFSTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMAX vs. DFSTX commentary
Sep 12, 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 BSMAX is a Hold and DFSTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.4B vs. BSMAX (1.36B). DFSTX pays higher dividends than BSMAX: DFSTX (0.97) vs BSMAX (0.91). BSMAX was incepted earlier than DFSTX: BSMAX (11 years) vs DFSTX (35 years). BSMAX (0.39) is less costly to investors than DFSTX (0.28). BSMAX is a more actively managed with annual turnover of: 36.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than BSMAX: DFSTX (0) vs BSMAX (1000). BSMAX (17.73) and DFSTX (17.08) have marching annual gain over last year. DFSTX return over 5 years is better than : 36.53 vs. BSMAX (30.54).
| BSMAX | DFSTX | BSMAX / DFSTX | |
| Total Expense Ratio | 0.37 | 0.27 | 137% |
| Annual Report Gross Expense Ratio | 0.39 | 0.28 | 139% |
| Fund Existence | 11 years | 35 years | - |
| Gain YTD | 17.855 | 16.572 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 19.4B | 7% |
| Annual Yield % from dividends | 0.91 | 0.97 | 94% |
| Returns for 1 year | 17.73 | 17.08 | 104% |
| Returns for 3 years | 56.92 | 53.55 | 106% |
| Returns for 5 years | 30.54 | 36.53 | 84% |
| Returns for 10 years | 138.81 | 110.94 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers