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DFSTX vs MXERX
DFSTX vs MXERX Comparison
Open Charts DFSTX vs MXERX
Empower S&P SmallCap 600® Index Instl
Price$6.33
Change-$0.13 (-2.01%)
VolumeN/A
Net Assets1.1B
DFSTX vs MXERX Comparison Chart in %
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DFSTX vs. MXERX commentary
Nov 14, 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 MXERX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. MXERX (1.1B). MXERX pays higher dividends than DFSTX: MXERX (4.03) vs DFSTX (1.08). DFSTX was incepted earlier than MXERX: DFSTX (34 years) vs MXERX (11 years). DFSTX (0.28) is less costly to investors than MXERX (0.20). 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 : -0.31 vs. MXERX (-9.08). DFSTX return over 5 years is better than : 54.99 vs. MXERX (-1.54).
| DFSTX | MXERX | DFSTX / MXERX | |
| Total Expense Ratio | 0.27 | 0.20 | 135% |
| Annual Report Gross Expense Ratio | 0.28 | 0.20 | 140% |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 6.068 | 2.413 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.1B | 1,508% |
| Annual Yield % from dividends | 1.08 | 4.03 | 27% |
| Returns for 1 year | -0.31 | -9.08 | 3% |
| Returns for 3 years | 25.84 | -0.96 | -2,690% |
| Returns for 5 years | 54.99 | -1.54 | -3,565% |
| Returns for 10 years | 78.44 | -10.84 | -724% |