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DFSTX vs SMCIX
DFSTX vs SMCIX Comparison
Open Charts DFSTX vs SMCIX
DFSTX vs SMCIX Comparison Chart in %
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DFSTX vs. SMCIX commentary
Jul 14, 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 SMCIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.8B vs. SMCIX (49.8M). DFSTX pays higher dividends than SMCIX: DFSTX (0.95) vs SMCIX (0.78). DFSTX was incepted earlier than SMCIX: DFSTX (34 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 : 24.91 vs. SMCIX (19.49). DFSTX return over 5 years is better than : 39.10 vs. SMCIX (-1.12).
| DFSTX | SMCIX | DFSTX / SMCIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.28 | 0.86 | 33% |
| Fund Existence | 34 years | 30 years | - |
| Gain YTD | 17.072 | 20.981 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 49.8M | 39,759% |
| Annual Yield % from dividends | 0.95 | 0.78 | 123% |
| Returns for 1 year | 24.91 | 19.49 | 128% |
| Returns for 3 years | 49.63 | 21.49 | 231% |
| Returns for 5 years | 39.10 | -1.12 | -3,490% |
| Returns for 10 years | 111.08 | 32.76 | 339% |
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