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DFSTX vs SMEAX
DFSTX vs SMEAX Comparison
Open Charts DFSTX vs SMEAX
Invesco Small Cap Equity A
Price$15.20
Change-$0.67 (-4.22%)
VolumeN/A
Net Assets1.09B
DFSTX vs SMEAX Comparison Chart in %
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DFSTX vs. SMEAX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. SMEAX (1.09B). DFSTX pays higher dividends than SMEAX: DFSTX (1.02) 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 (5.00). 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 : 13.21 vs. SMEAX (0.46). DFSTX return over 5 years is better than : 38.07 vs. SMEAX (-7.65).
| 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 | 6.752 | 5.556 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 1.09B | 1,656% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 13.21 | 0.46 | 2,856% |
| Returns for 3 years | 33.64 | 18.10 | 186% |
| Returns for 5 years | 38.07 | -7.65 | -497% |
| Returns for 10 years | 131.31 | 27.09 | 485% |
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