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DFSTX vs SMERX
DFSTX vs SMERX Comparison
Open Charts DFSTX vs SMERX
Invesco Small Cap Equity R
Price$12.97
Change-$0.79 (-5.74%)
VolumeN/A
Net Assets1.09B
DFSTX vs SMERX Comparison Chart in %
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DFSTX vs. SMERX commentary
Feb 05, 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 SMERX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. SMERX (1.09B). DFSTX pays higher dividends than SMERX: DFSTX (1.02) vs SMERX (0.00). DFSTX was incepted earlier than SMERX: DFSTX (34 years) vs SMERX (24 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 (5.00). 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 : 13.21 vs. SMERX (-1.22). DFSTX return over 5 years is better than : 38.07 vs. SMERX (-13.24).
| 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 | 24 years | - |
| Gain YTD | 6.752 | 5.533 | 122% |
| 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 | 1,659% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 13.21 | -1.22 | -1,084% |
| Returns for 3 years | 33.64 | 14.17 | 237% |
| Returns for 5 years | 38.07 | -13.24 | -287% |
| Returns for 10 years | 131.31 | 14.07 | 933% |
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