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DFSTX vs IYSMX
DFSTX vs IYSMX Comparison
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DFSTX vs IYSMX Comparison Chart in %
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DFSTX vs. IYSMX 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 IYSMX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.7B vs. IYSMX (372M). DFSTX pays higher dividends than IYSMX: DFSTX (0.97) vs IYSMX (0.10). DFSTX was incepted earlier than IYSMX: DFSTX (34 years) vs IYSMX (14 years). IYSMX (1.57) is less costly to investors than DFSTX (0.28). IYSMX is a more actively managed with annual turnover of: 22.00 vs. DFSTX (5.00). DFSTX (0) and IYSMX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 27.15 vs. IYSMX (24.49). DFSTX return over 5 years is better than : 37.80 vs. IYSMX (-8.29).
| DFSTX | IYSMX | DFSTX / IYSMX | |
| Total Expense Ratio | 0.27 | 1.39 | 19% |
| Annual Report Gross Expense Ratio | 0.28 | 1.57 | 18% |
| Fund Existence | 34 years | 14 years | - |
| Gain YTD | 17.726 | 16.673 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 372M | 5,296% |
| Annual Yield % from dividends | 0.97 | 0.10 | 1,003% |
| Returns for 1 year | 27.15 | 24.49 | 111% |
| Returns for 3 years | 46.16 | 46.64 | 99% |
| Returns for 5 years | 37.80 | -8.29 | -456% |
| Returns for 10 years | 114.44 | 31.89 | 359% |
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