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DFSTX vs SCECX
DFSTX vs SCECX Comparison
Open Charts DFSTX vs SCECX
Steward Values Enhanced SmMidCapI
Price$12.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets165.11M
DFSTX vs SCECX Comparison Chart in %
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DFSTX vs. SCECX commentary
Nov 20, 2025
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 SCECX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. SCECX (165M). DFSTX pays higher dividends than SCECX: DFSTX (1.08) vs SCECX (0.89). DFSTX was incepted earlier than SCECX: DFSTX (34 years) vs SCECX (20 years). SCECX (0.64) is less costly to investors than DFSTX (0.28). SCECX is a more actively managed with annual turnover of: 36.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SCECX: DFSTX (0) vs SCECX (100000). DFSTX annual gain was more profitable for investors over the last year : -1.58 vs. SCECX (-7.31). DFSTX return over 5 years is better than : 46.26 vs. SCECX (-6.91).
| DFSTX | SCECX | DFSTX / SCECX | |
| Total Expense Ratio | 0.27 | 0.64 | 42% |
| Annual Report Gross Expense Ratio | 0.28 | 0.64 | 44% |
| Fund Existence | 34 years | 20 years | - |
| Gain YTD | 2.089 | 0.779 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 165M | 9,818% |
| Annual Yield % from dividends | 1.08 | 0.89 | 121% |
| Returns for 1 year | -1.58 | -7.31 | 22% |
| Returns for 3 years | 21.78 | -9.96 | -219% |
| Returns for 5 years | 46.26 | -6.91 | -670% |
| Returns for 10 years | 67.22 | -6.11 | -1,100% |
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