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DFSTX vs STSOX
DFSTX vs STSOX Comparison
Open Charts DFSTX vs STSOX
Sterling Capital SmCp Val C
Price$35.26
Change-$0.26 (-0.73%)
VolumeN/A
Net Assets174.98M
DFSTX vs STSOX Comparison Chart in %
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DFSTX vs. STSOX commentary
Sep 26, 2025
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 STSOX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. STSOX (175M). DFSTX pays higher dividends than STSOX: DFSTX (1.05) vs STSOX (0.00). DFSTX was incepted earlier than STSOX: DFSTX (34 years) vs STSOX (10 years). STSOX (2.06) is less costly to investors than DFSTX (0.28). DFSTX is a more actively managed with annual turnover of: 6.00 vs. STSOX (2.87). DFSTX has a lower initial minimum investment than STSOX: DFSTX (0) vs STSOX (1000). DFSTX annual gain was more profitable for investors over the last year : 8.52 vs. STSOX (-14.35). DFSTX return over 5 years is better than : 82.76 vs. STSOX (-40.96).
| DFSTX | STSOX | DFSTX / STSOX | |
| Total Expense Ratio | 0.27 | 2.06 | 13% |
| Annual Report Gross Expense Ratio | 0.28 | 2.06 | 14% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 6.142 | 8.890 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 175M | 9,714% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | 8.52 | -14.35 | -59% |
| Returns for 3 years | 44.71 | -35.37 | -126% |
| Returns for 5 years | 82.76 | -40.96 | -202% |
| Returns for 10 years | 87.60 | N/A | - |
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