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DFSTX vs STMSX
DFSTX vs STMSX Comparison
Open Charts DFSTX vs STMSX
DFSTX vs STMSX Comparison Chart in %
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DFSTX vs. STMSX 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 STMSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.4B vs. STMSX (751M). DFSTX pays higher dividends than STMSX: DFSTX (0.97) vs STMSX (0.21). DFSTX was incepted earlier than STMSX: DFSTX (35 years) vs STMSX (26 years). STMSX (1.24) is less costly to investors than DFSTX (0.28). STMSX is a more actively managed with annual turnover of: 36.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than STMSX: DFSTX (0) vs STMSX (100000). DFSTX annual gain was more profitable for investors over the last year : 17.08 vs. STMSX (9.10). DFSTX return over 5 years is better than : 36.53 vs. STMSX (-2.39).
| DFSTX | STMSX | DFSTX / STMSX | |
| Total Expense Ratio | 0.27 | 1.10 | 25% |
| Annual Report Gross Expense Ratio | 0.28 | 1.24 | 23% |
| Fund Existence | 35 years | 26 years | - |
| Gain YTD | 16.572 | 12.794 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 751M | 2,583% |
| Annual Yield % from dividends | 0.97 | 0.21 | 471% |
| Returns for 1 year | 17.08 | 9.10 | 188% |
| Returns for 3 years | 53.55 | 18.41 | 291% |
| Returns for 5 years | 36.53 | -2.39 | -1,528% |
| Returns for 10 years | 110.94 | 50.10 | 221% |
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