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DFSTX vs MXERX
DFSTX vs MXERX Comparison
Open Charts DFSTX vs MXERX
Empower S&P SmallCap 600® Index Instl
Price$6.48
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets1.11B
DFSTX vs MXERX Comparison Chart in %
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DFSTX vs. MXERX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. MXERX (1.11B). MXERX pays higher dividends than DFSTX: MXERX (4.00) vs DFSTX (1.07). DFSTX was incepted earlier than MXERX: DFSTX (34 years) vs MXERX (10 years). DFSTX (0.28) is less costly to investors than MXERX (0.21). 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 : 8.40 vs. MXERX (-1.89). DFSTX return over 5 years is better than : 69.18 vs. MXERX (8.70).
| DFSTX | MXERX | DFSTX / MXERX | |
| Total Expense Ratio | 0.27 | 0.21 | 129% |
| Annual Report Gross Expense Ratio | 0.28 | 0.21 | 133% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 7.119 | 3.047 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.11B | 1,554% |
| Annual Yield % from dividends | 1.07 | 4.00 | 27% |
| Returns for 1 year | 8.40 | -1.89 | -446% |
| Returns for 3 years | 42.06 | 12.25 | 343% |
| Returns for 5 years | 69.18 | 8.70 | 795% |
| Returns for 10 years | 77.05 | -11.78 | -654% |
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