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DFSTX vs MXERX
DFSTX vs MXERX Comparison
Open Charts DFSTX vs MXERX
Empower S&P SmallCap 600® Index Instl
Price$6.17
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets1.05B
DFSTX vs MXERX Comparison Chart in %
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DFSTX vs. MXERX commentary
Nov 20, 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 MXERX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. MXERX (1.06B). MXERX pays higher dividends than DFSTX: MXERX (4.03) vs DFSTX (1.08). DFSTX was incepted earlier than MXERX: DFSTX (34 years) vs MXERX (11 years). DFSTX (0.28) is less costly to investors than MXERX (0.20). MXERX is a more actively managed with annual turnover of: 27.00 vs. DFSTX (6.00). DFSTX (0) and MXERX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : -1.58 vs. MXERX (-10.60). DFSTX return over 5 years is better than : 46.26 vs. MXERX (-8.12).
| DFSTX | MXERX | DFSTX / MXERX | |
| Total Expense Ratio | 0.27 | 0.20 | 135% |
| Annual Report Gross Expense Ratio | 0.28 | 0.20 | 140% |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 2.089 | -2.026 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 1.06B | 1,536% |
| Annual Yield % from dividends | 1.08 | 4.03 | 27% |
| Returns for 1 year | -1.58 | -10.60 | 15% |
| Returns for 3 years | 21.78 | -4.30 | -506% |
| Returns for 5 years | 46.26 | -8.12 | -570% |
| Returns for 10 years | 67.22 | -17.25 | -390% |
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