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DFSTX vs SWSSX
DFSTX vs SWSSX Comparison
Open Charts DFSTX vs SWSSX
DFSTX vs SWSSX Comparison Chart in %
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DFSTX vs. SWSSX commentary
Oct 09, 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 SWSSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. SWSSX (7.14B). SWSSX pays higher dividends than DFSTX: SWSSX (1.50) vs DFSTX (1.07). DFSTX was incepted earlier than SWSSX: DFSTX (34 years) vs SWSSX (28 years). DFSTX (0.28) is less costly to investors than SWSSX (0.04). SWSSX is a more actively managed with annual turnover of: 15.00 vs. DFSTX (6.00). DFSTX (0) and SWSSX (0) have matching initial minimum investment requirements. SWSSX annual gain was more profitable for investors over the last year : 13.61 vs. DFSTX (9.03). DFSTX return over 5 years is better than : 65.75 vs. SWSSX (44.62).
| DFSTX | SWSSX | DFSTX / SWSSX | |
| Total Expense Ratio | 0.27 | 0.04 | 675% |
| Annual Report Gross Expense Ratio | 0.28 | 0.04 | 700% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 6.810 | 11.481 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 7.14B | 238% |
| Annual Yield % from dividends | 1.07 | 1.50 | 71% |
| Returns for 1 year | 9.03 | 13.61 | 66% |
| Returns for 3 years | 41.64 | 49.75 | 84% |
| Returns for 5 years | 65.75 | 44.62 | 147% |
| Returns for 10 years | 76.54 | 64.91 | 118% |
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