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DFSTX vs IIRSX
DFSTX vs IIRSX Comparison
Open Charts DFSTX vs IIRSX
DFSTX vs IIRSX Comparison Chart in %
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DFSTX vs. IIRSX commentary
Aug 03, 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 IIRSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.7B vs. IIRSX (393M). IIRSX pays higher dividends than DFSTX: IIRSX (1.31) vs DFSTX (0.97). DFSTX was incepted earlier than IIRSX: DFSTX (34 years) vs IIRSX (18 years). IIRSX (0.61) is less costly to investors than DFSTX (0.28). IIRSX is a more actively managed with annual turnover of: 11.00 vs. DFSTX (5.00). DFSTX (0) and IIRSX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 27.15 vs. IIRSX (18.73). DFSTX return over 5 years is better than : 37.80 vs. IIRSX (-11.77).
| DFSTX | IIRSX | DFSTX / IIRSX | |
| Total Expense Ratio | 0.27 | 0.43 | 63% |
| Annual Report Gross Expense Ratio | 0.28 | 0.61 | 46% |
| Fund Existence | 34 years | 18 years | - |
| Gain YTD | 17.726 | 5.162 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 393M | 5,013% |
| Annual Yield % from dividends | 0.97 | 1.31 | 74% |
| Returns for 1 year | 27.15 | 18.73 | 145% |
| Returns for 3 years | 46.16 | 11.12 | 415% |
| Returns for 5 years | 37.80 | -11.77 | -321% |
| Returns for 10 years | 114.44 | 23.70 | 483% |
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