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DFSTX vs SMERX
DFSTX vs SMERX Comparison
Open Charts DFSTX vs SMERX
Invesco Small Cap Equity R
Price$13.73
Change-$0.16 (-1.15%)
VolumeN/A
Net Assets1.07B
DFSTX vs SMERX Comparison Chart in %
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DFSTX vs. SMERX 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 SMERX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. SMERX (1.07B). DFSTX pays higher dividends than SMERX: DFSTX (1.07) vs SMERX (0.00). DFSTX was incepted earlier than SMERX: DFSTX (34 years) vs SMERX (23 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 : 8.06 vs. SMERX (3.58). DFSTX return over 5 years is better than : 65.12 vs. SMERX (14.13).
| 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 | 23 years | - |
| Gain YTD | 5.882 | 9.543 | 62% |
| 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 | 3.58 | 225% |
| Returns for 3 years | 40.41 | 38.90 | 104% |
| Returns for 5 years | 65.12 | 14.13 | 461% |
| Returns for 10 years | 75.01 | -1.21 | -6,204% |
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