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DFSTX vs JSERX
DFSTX vs JSERX Comparison
Open Charts DFSTX vs JSERX
DFSTX vs JSERX Comparison Chart in %
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DFSTX vs. JSERX commentary
Jun 15, 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 JSERX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.7B vs. JSERX (2.89B). DFSTX pays higher dividends than JSERX: DFSTX (0.95) vs JSERX (0.41). DFSTX was incepted earlier than JSERX: DFSTX (34 years) vs JSERX (20 years). JSERX (0.84) is less costly to investors than DFSTX (0.28). JSERX is a more actively managed with annual turnover of: 52.00 vs. DFSTX (5.00). DFSTX (0) and JSERX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 30.03 vs. JSERX (-5.02). DFSTX return over 5 years is better than : 32.64 vs. JSERX (-34.77).
| DFSTX | JSERX | DFSTX / JSERX | |
| Total Expense Ratio | 0.27 | 0.80 | 34% |
| Annual Report Gross Expense Ratio | 0.28 | 0.84 | 33% |
| Fund Existence | 34 years | 20 years | - |
| Gain YTD | 16.856 | 10.204 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 2.89B | 681% |
| Annual Yield % from dividends | 0.95 | 0.41 | 235% |
| Returns for 1 year | 30.03 | -5.02 | -598% |
| Returns for 3 years | 52.63 | -3.80 | -1,385% |
| Returns for 5 years | 32.64 | -34.77 | -94% |
| Returns for 10 years | 119.99 | 11.35 | 1,057% |
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