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DFSTX vs SMERX
DFSTX vs SMERX Comparison
Open Charts DFSTX vs SMERX
DFSTX vs SMERX Comparison Chart in %
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DFSTX vs. SMERX commentary
Jun 03, 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 SMERX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.2B vs. SMERX (1.16B). DFSTX pays higher dividends than SMERX: DFSTX (0.95) vs SMERX (0.00). DFSTX was incepted earlier than SMERX: DFSTX (34 years) vs SMERX (24 years). SMERX (1.47) is less costly to investors than DFSTX (0.28). SMERX is a more actively managed with annual turnover of: 60.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than SMERX: DFSTX (0) vs SMERX (1000). DFSTX annual gain was more profitable for investors over the last year : 30.03 vs. SMERX (14.27). DFSTX return over 5 years is better than : 30.43 vs. SMERX (-10.60).
| DFSTX | SMERX | DFSTX / SMERX | |
| Total Expense Ratio | 0.27 | 1.47 | 18% |
| Annual Report Gross Expense Ratio | 0.28 | 1.47 | 19% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 13.826 | 15.297 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 1.16B | 1,651% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 30.03 | 14.27 | 210% |
| Returns for 3 years | 53.77 | 32.18 | 167% |
| Returns for 5 years | 30.43 | -10.60 | -287% |
| Returns for 10 years | 111.47 | 6.70 | 1,663% |
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