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DFSTX vs PENNX
DFSTX vs PENNX Comparison
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DFSTX vs PENNX Comparison Chart in %
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DFSTX vs. PENNX commentary
Jul 05, 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 PENNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.9B vs. PENNX (2.1B). DFSTX pays higher dividends than PENNX: DFSTX (0.95) vs PENNX (0.40). DFSTX was incepted earlier than PENNX: DFSTX (34 years) vs PENNX (54 years). PENNX (0.95) is less costly to investors than DFSTX (0.28). PENNX is a more actively managed with annual turnover of: 43.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than PENNX: DFSTX (0) vs PENNX (2000). DFSTX annual gain was more profitable for investors over the last year : 26.22 vs. PENNX (22.56). DFSTX return over 5 years is better than : 36.47 vs. PENNX (-4.61).
| DFSTX | PENNX | DFSTX / PENNX | |
| Total Expense Ratio | 0.27 | 0.95 | 28% |
| Annual Report Gross Expense Ratio | 0.28 | 0.95 | 29% |
| Fund Existence | 34 years | 54 years | - |
| Gain YTD | 18.322 | 21.320 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 2.1B | 949% |
| Annual Yield % from dividends | 0.95 | 0.40 | 238% |
| Returns for 1 year | 26.22 | 22.56 | 116% |
| Returns for 3 years | 53.16 | 29.32 | 181% |
| Returns for 5 years | 36.47 | -4.61 | -792% |
| Returns for 10 years | 122.22 | 15.07 | 811% |
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