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DFSTX vs SSMOX
DFSTX vs SSMOX Comparison
Open Charts DFSTX vs SSMOX
Steward Values Enhanced SmMidCapR6
Price$11.32
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets182.41M
DFSTX vs SSMOX Comparison Chart in %
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DFSTX vs. SSMOX commentary
Feb 06, 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 Buy and SSMOX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.3B vs. SSMOX (182M). SSMOX (1.02) and DFSTX (1.02) have matching dividends . DFSTX was incepted earlier than SSMOX: DFSTX (34 years) vs SSMOX (8 years). SSMOX (0.53) is less costly to investors than DFSTX (0.28). SSMOX is a more actively managed with annual turnover of: 36.00 vs. DFSTX (5.00). DFSTX (0) and SSMOX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 12.74 vs. SSMOX (-0.01). DFSTX return over 5 years is better than : 37.71 vs. SSMOX (-22.83).
| DFSTX | SSMOX | DFSTX / SSMOX | |
| Total Expense Ratio | 0.27 | 0.53 | 51% |
| Annual Report Gross Expense Ratio | 0.28 | 0.53 | 53% |
| Fund Existence | 34 years | 8 years | - |
| Gain YTD | 7.479 | 5.540 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 182M | 10,055% |
| Annual Yield % from dividends | 1.02 | 1.02 | 100% |
| Returns for 1 year | 12.74 | -0.01 | -240,676% |
| Returns for 3 years | 34.55 | 6.46 | 535% |
| Returns for 5 years | 37.71 | -22.83 | -165% |
| Returns for 10 years | 132.88 | N/A | - |
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