Interact to see
Advertisement
Advertisement
DFSTX vs SMEAX
DFSTX vs SMEAX Comparison
Open Charts DFSTX vs SMEAX
Invesco Small Cap Equity A
Price$15.74
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.05B
DFSTX vs SMEAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. SMEAX 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 SMEAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. SMEAX (1.05B). DFSTX pays higher dividends than SMEAX: DFSTX (1.07) vs SMEAX (0.00). DFSTX was incepted earlier than SMEAX: DFSTX (34 years) vs SMEAX (25 years). SMEAX (1.25) is less costly to investors than DFSTX (0.28). SMEAX is a more actively managed with annual turnover of: 50.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMEAX: DFSTX (0) vs SMEAX (1000). DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. SMEAX (0.00). DFSTX return over 5 years is better than : 62.62 vs. SMEAX (17.11).
| DFSTX | SMEAX | DFSTX / SMEAX | |
| Total Expense Ratio | 0.27 | 1.25 | 22% |
| Annual Report Gross Expense Ratio | 0.28 | 1.25 | 22% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 4.893 | 7.734 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.05B | 1,598% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 3.09 | 0.00 | - |
| Returns for 3 years | 34.06 | 36.04 | 95% |
| Returns for 5 years | 62.62 | 17.11 | 366% |
| Returns for 10 years | 73.60 | 6.64 | 1,108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement