Interact to see
Advertisement
Advertisement
DFSTX vs JSERX
DFSTX vs JSERX Comparison
Open Charts DFSTX vs JSERX
DFSTX vs JSERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. JSERX 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 DFSTX is a StrongBuy and JSERX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.4B vs. JSERX (2.37B). DFSTX pays higher dividends than JSERX: DFSTX (0.97) vs JSERX (0.40). DFSTX was incepted earlier than JSERX: DFSTX (35 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 : 17.08 vs. JSERX (-12.37). DFSTX return over 5 years is better than : 36.53 vs. JSERX (-36.17).
| DFSTX | JSERX | DFSTX / JSERX | |
| Total Expense Ratio | 0.27 | 0.80 | 34% |
| Annual Report Gross Expense Ratio | 0.28 | 0.84 | 33% |
| Fund Existence | 35 years | 20 years | - |
| Gain YTD | 16.572 | 6.596 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 2.37B | 819% |
| Annual Yield % from dividends | 0.97 | 0.40 | 241% |
| Returns for 1 year | 17.08 | -12.37 | -138% |
| Returns for 3 years | 53.55 | -5.55 | -964% |
| Returns for 5 years | 36.53 | -36.17 | -101% |
| Returns for 10 years | 110.94 | 2.81 | 3,949% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers