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DFSTX vs SMERX
DFSTX vs SMERX Comparison
Open Charts DFSTX vs SMERX
Invesco Small Cap Equity R
Price$13.37
Change-$0.48 (-3.47%)
VolumeN/A
Net Assets1.03B
DFSTX vs SMERX Comparison Chart in %
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DFSTX vs. SMERX 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 SMERX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. SMERX (1.03B). DFSTX pays higher dividends than SMERX: DFSTX (1.08) vs SMERX (0.00). DFSTX was incepted earlier than SMERX: DFSTX (34 years) vs SMERX (23 years). SMERX (1.50) is less costly to investors than DFSTX (0.28). SMERX is a more actively managed with annual turnover of: 50.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMERX: DFSTX (0) vs SMERX (1000). DFSTX annual gain was more profitable for investors over the last year : -0.31 vs. SMERX (-5.97). DFSTX return over 5 years is better than : 54.99 vs. SMERX (6.21).
| DFSTX | SMERX | DFSTX / SMERX | |
| Total Expense Ratio | 0.27 | 1.50 | 18% |
| Annual Report Gross Expense Ratio | 0.28 | 1.50 | 19% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 6.068 | 9.227 | 66% |
| 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 | -5.97 | 5% |
| Returns for 3 years | 25.84 | 25.23 | 102% |
| Returns for 5 years | 54.99 | 6.21 | 885% |
| Returns for 10 years | 78.44 | -0.72 | -10,942% |