Interact to see
Advertisement
Advertisement
DFSTX vs SMEAX
DFSTX vs SMEAX Comparison
Open Charts DFSTX vs SMEAX
Invesco Small Cap Equity A
Price$15.84
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets1.07B
DFSTX vs SMEAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. SMEAX commentary
Oct 09, 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 SMEAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. SMEAX (1.07B). DFSTX pays higher dividends than SMEAX: DFSTX (1.07) vs SMEAX (0.00). DFSTX was incepted earlier than SMEAX: DFSTX (34 years) vs SMEAX (25 years). SMEAX (1.25) is less costly to investors than DFSTX (0.28). SMEAX is a more actively managed with annual turnover of: 50.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMEAX: DFSTX (0) vs SMEAX (1000). DFSTX annual gain was more profitable for investors over the last year : 8.06 vs. SMEAX (4.84). DFSTX return over 5 years is better than : 65.12 vs. SMEAX (20.36).
| DFSTX | SMEAX | DFSTX / SMEAX | |
| Total Expense Ratio | 0.27 | 1.25 | 22% |
| Annual Report Gross Expense Ratio | 0.28 | 1.25 | 22% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 5.882 | 9.651 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.07B | 1,609% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 8.06 | 4.84 | 167% |
| Returns for 3 years | 40.41 | 42.02 | 96% |
| Returns for 5 years | 65.12 | 20.36 | 320% |
| Returns for 10 years | 75.01 | 8.76 | 856% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement