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DFSTX vs SWSSX
DFSTX vs SWSSX Comparison
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DFSTX vs SWSSX Comparison Chart in %
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DFSTX vs. SWSSX commentary
Dec 27, 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 Hold and SWSSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. SWSSX (7.41B). SWSSX pays higher dividends than DFSTX: SWSSX (1.46) vs DFSTX (1.05). 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 : 11.37 vs. DFSTX (8.22). DFSTX return over 5 years is better than : 44.84 vs. SWSSX (22.96).
| 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 | 10.170 | 13.806 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 7.41B | 236% |
| Annual Yield % from dividends | 1.05 | 1.46 | 72% |
| Returns for 1 year | 8.22 | 11.37 | 72% |
| Returns for 3 years | 42.48 | 49.71 | 85% |
| Returns for 5 years | 44.84 | 22.96 | 195% |
| Returns for 10 years | 93.81 | 79.05 | 119% |
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