The average market capitalization across the group is 9.86B. The market cap for tickers in the group ranges from 182.52M to 19.54B. DFSTX holds the highest valuation in this group at 19.54B. The lowest valued company is STSOX at 182.52M.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -4%, and the average quarterly price growth was 13%. DFSTX experienced the highest price growth at -1%, while STSOX experienced the biggest fall at -2%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

DFSTX vs. STSOX commentary

Sep 04, 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 STSOX is a Hold.

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FUNDAMENTALS

Fundamentals

DFSTX has more cash in the bank: 19.5B vs. STSOX (183M). DFSTX pays higher dividends than STSOX: DFSTX (0.97) vs STSOX (0.17). DFSTX was incepted earlier than STSOX: DFSTX (34 years) vs STSOX (11 years). STSOX (2.03) is less costly to investors than DFSTX (0.28). STSOX is a more actively managed with annual turnover of: 6.19 vs. DFSTX (5.00). 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 : 22.10 vs. STSOX (-2.79). DFSTX return over 5 years is better than : 35.30 vs. STSOX (-58.61).

	DFSTX	STSOX	DFSTX / STSOX
Total Expense Ratio	0.27	2.03	13%
Annual Report Gross Expense Ratio	0.28	2.03	14%
Fund Existence	34 years	11 years	-
Gain YTD	18.572	17.826	104%
Front Load	N/A	N/A	-
Min. Initial Investment	0	1000	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	19.5B	183M	10,656%
Annual Yield % from dividends	0.97	0.17	584%
Returns for 1 year	22.10	-2.79	-791%
Returns for 3 years	50.26	-32.81	-153%
Returns for 5 years	35.30	-58.61	-60%
Returns for 10 years	107.39	-56.73	-189%

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