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DFSTX vs MXERX
DFSTX vs MXERX Comparison
Open Charts DFSTX vs MXERX
Empower S&P SmallCap 600® Index Instl
Price$6.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.09B
DFSTX vs MXERX Comparison Chart in %
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DFSTX vs. MXERX commentary
Oct 19, 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 MXERX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. MXERX (1.09B). MXERX pays higher dividends than DFSTX: MXERX (4.00) vs DFSTX (1.07). DFSTX was incepted earlier than MXERX: DFSTX (34 years) vs MXERX (10 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 : 3.09 vs. MXERX (-6.03). DFSTX return over 5 years is better than : 62.62 vs. MXERX (4.70).
| 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 | 10 years | - |
| Gain YTD | 4.893 | 0.987 | 496% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.09B | 1,547% |
| Annual Yield % from dividends | 1.07 | 4.00 | 27% |
| Returns for 1 year | 3.09 | -6.03 | -51% |
| Returns for 3 years | 34.06 | 6.10 | 558% |
| Returns for 5 years | 62.62 | 4.70 | 1,331% |
| Returns for 10 years | 73.60 | -13.64 | -540% |
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