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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 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.3B vs. SWSSX (7.18B). 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 : 2.88 vs. DFSTX (-1.01). DFSTX return over 5 years is better than : 48.90 vs. SWSSX (28.64).
| 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 | 7.490 | 12.153 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 7.18B | 241% |
| Annual Yield % from dividends | 1.05 | 1.46 | 72% |
| Returns for 1 year | -1.01 | 2.88 | -35% |
| Returns for 3 years | 25.41 | 35.14 | 72% |
| Returns for 5 years | 48.90 | 28.64 | 171% |
| Returns for 10 years | 74.83 | 63.12 | 119% |
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