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DFSTX vs SMECX
DFSTX vs SMECX Comparison
Open Charts DFSTX vs SMECX
Invesco Small Cap Equity C
Price$8.24
Change-$1.01 (-10.92%)
VolumeN/A
Net Assets1.09B
DFSTX vs SMECX Comparison Chart in %
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DFSTX vs. SMECX 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 SMECX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. SMECX (1.09B). DFSTX pays higher dividends than SMECX: DFSTX (1.02) 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 (5.00). 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 : 13.21 vs. SMECX (-7.00). DFSTX return over 5 years is better than : 38.07 vs. SMECX (-29.03).
| 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 | 6.752 | 5.506 | 123% |
| Front Load | N/A | N/A | - |
| 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 | -7.00 | -189% |
| Returns for 3 years | 33.64 | 2.36 | 1,425% |
| Returns for 5 years | 38.07 | -29.03 | -131% |
| Returns for 10 years | 131.31 | -17.52 | -750% |
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