Interact to see
Advertisement
Advertisement
DFSTX vs SWSSX
DFSTX vs SWSSX Comparison
Open Charts DFSTX vs SWSSX
DFSTX vs SWSSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. SWSSX commentary
Nov 14, 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: 16.9B vs. SWSSX (7.14B). 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 : 3.90 vs. DFSTX (-0.31). DFSTX return over 5 years is better than : 54.99 vs. SWSSX (35.28).
| 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 | 6.068 | 11.201 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 7.14B | 237% |
| Annual Yield % from dividends | 1.08 | 1.48 | 73% |
| Returns for 1 year | -0.31 | 3.90 | -8% |
| Returns for 3 years | 25.84 | 34.91 | 74% |
| Returns for 5 years | 54.99 | 35.28 | 156% |
| Returns for 10 years | 78.44 | 67.03 | 117% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SFSLX | 25.71 | 0.18 | +0.71% |
| 1919 Financial Services C | |||
| NEWFX | 98.60 | 0.45 | +0.46% |
| American Funds New World A | |||
| FVADX | 62.53 | 0.23 | +0.37% |
| Franklin Small Cap Value Adv | |||
| GTDCX | 40.24 | 0.04 | +0.10% |
| Invesco Emerging Markets ex-China C | |||
| GEIZX | 19.52 | -0.04 | -0.20% |
| GuideStone Funds Growth Equity Index Inv | |||