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DFSTX vs STCEX
DFSTX vs STCEX Comparison
Open Charts DFSTX vs STCEX
Virtus Ceredex Small-Cap Value Eq C
Price$5.22
Change+$0.01 (+0.19%)
VolumeN/A
Net Assets97.17M
DFSTX vs STCEX Comparison Chart in %
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DFSTX vs. STCEX commentary
Jan 15, 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 STCEX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. STCEX (97.2M). STCEX pays higher dividends than DFSTX: STCEX (1.24) vs DFSTX (1.08). DFSTX was incepted earlier than STCEX: DFSTX (34 years) vs STCEX (29 years). STCEX (2.14) is less costly to investors than DFSTX (0.28). STCEX is a more actively managed with annual turnover of: 79.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than STCEX: DFSTX (0) vs STCEX (2500). DFSTX annual gain was more profitable for investors over the last year : 13.84 vs. STCEX (6.30). DFSTX return over 5 years is better than : 40.65 vs. STCEX (-34.24).
| DFSTX | STCEX | DFSTX / STCEX | |
| Total Expense Ratio | 0.27 | 1.81 | 15% |
| Annual Report Gross Expense Ratio | 0.28 | 2.14 | 13% |
| Fund Existence | 34 years | 29 years | - |
| Gain YTD | 5.968 | 6.748 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 97.2M | 18,621% |
| Annual Yield % from dividends | 1.08 | 1.24 | 87% |
| Returns for 1 year | 13.84 | 6.30 | 220% |
| Returns for 3 years | 39.22 | -9.12 | -430% |
| Returns for 5 years | 40.65 | -34.24 | -119% |
| Returns for 10 years | 127.82 | -32.16 | -397% |
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