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DFSTX vs TRDFX
DFSTX vs TRDFX Comparison
Open Charts DFSTX vs TRDFX
Steward Values Enhanced SmMidCapA
Price$12.87
Change+$0.16 (+1.26%)
VolumeN/A
Net Assets184.27M
DFSTX vs TRDFX Comparison Chart in %
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DFSTX vs. TRDFX commentary
Jan 17, 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 TRDFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.3B vs. TRDFX (184M). DFSTX pays higher dividends than TRDFX: DFSTX (1.08) vs TRDFX (0.62). DFSTX was incepted earlier than TRDFX: DFSTX (34 years) vs TRDFX (74 years). TRDFX (0.83) is less costly to investors than DFSTX (0.28). TRDFX is a more actively managed with annual turnover of: 36.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than TRDFX: DFSTX (0) vs TRDFX (1000). DFSTX annual gain was more profitable for investors over the last year : 13.29 vs. TRDFX (1.88). DFSTX return over 5 years is better than : 42.32 vs. TRDFX (-15.93).
| DFSTX | TRDFX | DFSTX / TRDFX | |
| Total Expense Ratio | 0.27 | 0.83 | 33% |
| Annual Report Gross Expense Ratio | 0.28 | 0.83 | 34% |
| Fund Existence | 34 years | 74 years | - |
| Gain YTD | 7.230 | 6.364 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 184M | 9,946% |
| Annual Yield % from dividends | 1.08 | 0.62 | 174% |
| Returns for 1 year | 13.29 | 1.88 | 706% |
| Returns for 3 years | 40.88 | 14.07 | 290% |
| Returns for 5 years | 42.32 | -15.93 | -266% |
| Returns for 10 years | 130.53 | 21.44 | 609% |
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