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DFSTX vs SMECX
DFSTX vs SMECX Comparison
Open Charts DFSTX vs SMECX
Invesco Small Cap Equity C
Price$8.98
Change-$0.32 (-3.44%)
VolumeN/A
Net Assets1.03B
DFSTX vs SMECX Comparison Chart in %
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DFSTX vs. SMECX 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 SMECX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. SMECX (1.03B). DFSTX pays higher dividends than SMECX: DFSTX (1.08) vs SMECX (0.00). DFSTX was incepted earlier than SMECX: DFSTX (34 years) vs SMECX (25 years). SMECX (2.00) is less costly to investors than DFSTX (0.28). SMECX is a more actively managed with annual turnover of: 50.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMECX: DFSTX (0) vs SMECX (1000). DFSTX annual gain was more profitable for investors over the last year : -0.31 vs. SMECX (-9.97). DFSTX return over 5 years is better than : 54.99 vs. SMECX (-9.88).
| DFSTX | SMECX | DFSTX / SMECX | |
| Total Expense Ratio | 0.27 | 2.00 | 14% |
| Annual Report Gross Expense Ratio | 0.28 | 2.00 | 14% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 6.068 | 8.645 | 70% |
| Front Load | N/A | N/A | - |
| 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 | -9.97 | 3% |
| Returns for 3 years | 25.84 | 16.98 | 152% |
| Returns for 5 years | 54.99 | -9.88 | -556% |
| Returns for 10 years | 78.44 | -24.82 | -316% |
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