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DFSTX vs SMEIX
DFSTX vs SMEIX Comparison
Open Charts DFSTX vs SMEIX
Invesco Small Cap Equity R5
Price$20.11
Change+$0.21 (+1.06%)
VolumeN/A
Net Assets1.09B
DFSTX vs SMEIX Comparison Chart in %
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DFSTX vs. SMEIX commentary
Dec 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 SMEIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. SMEIX (1.09B). DFSTX pays higher dividends than SMEIX: DFSTX (1.05) vs SMEIX (0.00). DFSTX was incepted earlier than SMEIX: DFSTX (34 years) vs SMEIX (21 years). SMEIX (0.88) is less costly to investors than DFSTX (0.28). SMEIX is a more actively managed with annual turnover of: 50.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMEIX: DFSTX (0) vs SMEIX (1000000). DFSTX annual gain was more profitable for investors over the last year : 4.38 vs. SMEIX (-1.08). DFSTX return over 5 years is better than : 50.55 vs. SMEIX (21.66).
| DFSTX | SMEIX | DFSTX / SMEIX | |
| Total Expense Ratio | 0.27 | 0.88 | 31% |
| Annual Report Gross Expense Ratio | 0.28 | 0.88 | 32% |
| Fund Existence | 34 years | 21 years | - |
| Gain YTD | 11.572 | 12.535 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.09B | 1,601% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | 4.38 | -1.08 | -405% |
| Returns for 3 years | 40.70 | 38.02 | 107% |
| Returns for 5 years | 50.55 | 21.66 | 233% |
| Returns for 10 years | 92.27 | 40.86 | 226% |
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