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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
Aug 20, 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 SWSSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 20.2B vs. SWSSX (7.9B). SWSSX pays higher dividends than DFSTX: SWSSX (1.08) vs DFSTX (0.97). 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: 12.00 vs. DFSTX (5.00). DFSTX (0) and SWSSX (0) have matching initial minimum investment requirements. SWSSX annual gain was more profitable for investors over the last year : 34.93 vs. DFSTX (26.18). DFSTX return over 5 years is better than : 44.63 vs. SWSSX (41.33).
| 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 | 20.399 | 24.083 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2B | 7.9B | 256% |
| Annual Yield % from dividends | 0.97 | 1.08 | 90% |
| Returns for 1 year | 26.18 | 34.93 | 75% |
| Returns for 3 years | 57.48 | 71.52 | 80% |
| Returns for 5 years | 44.63 | 41.33 | 108% |
| Returns for 10 years | 113.44 | 104.74 | 108% |
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