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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
Nov 25, 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 Buy and SWSSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.5B vs. SWSSX (6.89B). SWSSX pays higher dividends than DFSTX: SWSSX (1.48) vs DFSTX (1.08). DFSTX was incepted earlier than SWSSX: DFSTX (34 years) vs SWSSX (29 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 : 1.68 vs. DFSTX (-1.94). DFSTX return over 5 years is better than : 48.39 vs. SWSSX (27.86).
| 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 | 29 years | - |
| Gain YTD | 3.573 | 7.589 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 6.89B | 240% |
| Annual Yield % from dividends | 1.08 | 1.48 | 73% |
| Returns for 1 year | -1.94 | 1.68 | -116% |
| Returns for 3 years | 22.27 | 32.00 | 70% |
| Returns for 5 years | 48.39 | 27.86 | 174% |
| Returns for 10 years | 67.87 | 55.84 | 122% |
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