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DFSTX vs SMERX
DFSTX vs SMERX Comparison
Open Charts DFSTX vs SMERX
Invesco Small Cap Equity R
Price$13.67
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.05B
DFSTX vs SMERX Comparison Chart in %
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DFSTX vs. SMERX commentary
Dec 04, 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: 17.3B vs. SMERX (1.05B). DFSTX pays higher dividends than SMERX: DFSTX (1.05) 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 (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 : -1.01 vs. SMERX (-8.43). DFSTX return over 5 years is better than : 48.90 vs. SMERX (-0.07).
| 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 | 7.490 | 7.886 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.05B | 1,643% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | -1.01 | -8.43 | 12% |
| Returns for 3 years | 25.41 | 21.49 | 118% |
| Returns for 5 years | 48.90 | -0.07 | -66,945% |
| Returns for 10 years | 74.83 | -4.47 | -1,674% |
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