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DFSTX vs SMERX
DFSTX vs SMERX Comparison
Open Charts DFSTX vs SMERX
Invesco Small Cap Equity R
Price$13.83
Change+$0.15 (+1.10%)
VolumeN/A
Net Assets1.05B
DFSTX vs SMERX Comparison Chart in %
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DFSTX vs. SMERX commentary
Nov 27, 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 Buy and SMERX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. SMERX (1.05B). DFSTX pays higher dividends than SMERX: DFSTX (1.08) vs SMERX (0.00). DFSTX was incepted earlier than SMERX: DFSTX (34 years) vs SMERX (24 years). SMERX (1.50) is less costly to investors than DFSTX (0.28). SMERX is a more actively managed with annual turnover of: 50.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMERX: DFSTX (0) vs SMERX (1000). DFSTX annual gain was more profitable for investors over the last year : -0.59 vs. SMERX (-8.05). DFSTX return over 5 years is better than : 49.14 vs. SMERX (0.80).
| DFSTX | SMERX | DFSTX / SMERX | |
| Total Expense Ratio | 0.27 | 1.50 | 18% |
| Annual Report Gross Expense Ratio | 0.28 | 1.50 | 19% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 7.697 | 9.069 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.05B | 1,614% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -0.59 | -8.05 | 7% |
| Returns for 3 years | 26.69 | 24.48 | 109% |
| Returns for 5 years | 49.14 | 0.80 | 6,129% |
| Returns for 10 years | 72.90 | -4.62 | -1,578% |
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