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DFSTX vs SMCIX
DFSTX vs SMCIX Comparison
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DFSTX vs SMCIX Comparison Chart in %
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DFSTX vs. SMCIX 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 SMCIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.4B vs. SMCIX (47.6M). DFSTX pays higher dividends than SMCIX: DFSTX (0.97) vs SMCIX (0.80). DFSTX was incepted earlier than SMCIX: DFSTX (35 years) vs SMCIX (30 years). SMCIX (0.86) is less costly to investors than DFSTX (0.28). SMCIX is a more actively managed with annual turnover of: 20.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than SMCIX: DFSTX (0) vs SMCIX (1000). DFSTX annual gain was more profitable for investors over the last year : 17.08 vs. SMCIX (10.10). DFSTX return over 5 years is better than : 36.53 vs. SMCIX (-3.59).
| DFSTX | SMCIX | DFSTX / SMCIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.28 | 0.86 | 33% |
| Fund Existence | 35 years | 30 years | - |
| Gain YTD | 16.572 | 18.487 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 47.6M | 40,756% |
| Annual Yield % from dividends | 0.97 | 0.80 | 121% |
| Returns for 1 year | 17.08 | 10.10 | 169% |
| Returns for 3 years | 53.55 | 23.98 | 223% |
| Returns for 5 years | 36.53 | -3.59 | -1,018% |
| Returns for 10 years | 110.94 | 31.24 | 355% |
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