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DFSTX vs SMECX
DFSTX vs SMECX Comparison
Open Charts DFSTX vs SMECX
Invesco Small Cap Equity C
Price$9.23
Change-$0.10 (-1.07%)
VolumeN/A
Net Assets1.07B
DFSTX vs SMECX Comparison Chart in %
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DFSTX vs. SMECX commentary
Oct 08, 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 SMECX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. SMECX (1.07B). DFSTX pays higher dividends than SMECX: DFSTX (1.07) vs SMECX (0.00). DFSTX was incepted earlier than SMECX: DFSTX (34 years) vs SMECX (25 years). SMECX (2.00) is less costly to investors than DFSTX (0.28). SMECX is a more actively managed with annual turnover of: 50.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMECX: DFSTX (0) vs SMECX (1000). DFSTX annual gain was more profitable for investors over the last year : 8.06 vs. SMECX (-0.85). DFSTX return over 5 years is better than : 65.12 vs. SMECX (-3.22).
| DFSTX | SMECX | DFSTX / SMECX | |
| Total Expense Ratio | 0.27 | 2.00 | 14% |
| Annual Report Gross Expense Ratio | 0.28 | 2.00 | 14% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 5.882 | 8.995 | 65% |
| Front Load | N/A | N/A | - |
| 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 | -0.85 | -949% |
| Returns for 3 years | 40.41 | 29.76 | 136% |
| Returns for 5 years | 65.12 | -3.22 | -2,025% |
| Returns for 10 years | 75.01 | -25.24 | -297% |