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DFSTX vs SMEAX
DFSTX vs SMEAX Comparison
Open Charts DFSTX vs SMEAX
Invesco Small Cap Equity A
Price$15.43
Change-$0.55 (-3.44%)
VolumeN/A
Net Assets1.03B
DFSTX vs SMEAX Comparison Chart in %
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DFSTX vs. SMEAX 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 SMEAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. SMEAX (1.03B). DFSTX pays higher dividends than SMEAX: DFSTX (1.08) 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 : -0.31 vs. SMEAX (-4.71). DFSTX return over 5 years is better than : 54.99 vs. SMEAX (12.14).
| 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 | 6.068 | 9.377 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.03B | 1,612% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -0.31 | -4.71 | 7% |
| Returns for 3 years | 25.84 | 28.04 | 92% |
| Returns for 5 years | 54.99 | 12.14 | 453% |
| Returns for 10 years | 78.44 | 9.38 | 836% |
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