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DFSTX vs STMSX
DFSTX vs STMSX Comparison
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DFSTX vs STMSX Comparison Chart in %
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DFSTX vs. STMSX commentary
Aug 23, 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 Hold and STMSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.9B vs. STMSX (754M). DFSTX pays higher dividends than STMSX: DFSTX (0.97) vs STMSX (0.21). DFSTX was incepted earlier than STMSX: DFSTX (34 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 : 26.64 vs. STMSX (18.60). DFSTX return over 5 years is better than : 42.22 vs. STMSX (2.43).
| DFSTX | STMSX | DFSTX / STMSX | |
| Total Expense Ratio | 0.27 | 1.10 | 25% |
| Annual Report Gross Expense Ratio | 0.28 | 1.24 | 23% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 20.091 | 16.725 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 754M | 2,639% |
| Annual Yield % from dividends | 0.97 | 0.21 | 473% |
| Returns for 1 year | 26.64 | 18.60 | 143% |
| Returns for 3 years | 57.96 | 22.01 | 263% |
| Returns for 5 years | 42.22 | 2.43 | 1,738% |
| Returns for 10 years | 111.33 | 50.38 | 221% |
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