DFSTX
Price
$50.88
Change
+$0.01 (+0.02%)
Updated
Oct 17 closing price
Net Assets
16.83B
LMASX
Price
$36.02
Change
-$0.09 (-0.25%)
Updated
Oct 17 closing price
Net Assets
720.75M
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DFSTX vs LMASX

Header iconDFSTX vs LMASX Comparison
Open Charts DFSTX vs LMASXBanner chart's image
DFA US Small Cap I
Price$50.88
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets16.83B
ClearBridge Small Cap C
Price$36.02
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets720.75M
DFSTX vs LMASX Comparison Chart in %
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DFSTX vs. LMASX commentary
Oct 18, 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 Hold and LMASX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. LMASX (721M). DFSTX pays higher dividends than LMASX: DFSTX (1.07) vs LMASX (0.36). DFSTX was incepted earlier than LMASX: DFSTX (34 years) vs LMASX (40 years). LMASX (1.86) is less costly to investors than DFSTX (0.28). LMASX is a more actively managed with annual turnover of: 33.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LMASX: DFSTX (0) vs LMASX (1000). DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. LMASX (-5.18). DFSTX return over 5 years is better than : 62.62 vs. LMASX (12.19).
DFSTXLMASXDFSTX / LMASX
Total Expense Ratio0.271.8515%
Annual Report Gross Expense Ratio0.281.8615%
Fund Existence34 years40 years-
Gain YTD4.8932.885170%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B721M2,330%
Annual Yield % from dividends1.070.36296%
Returns for 1 year3.09-5.18-60%
Returns for 3 years34.0617.82191%
Returns for 5 years62.6212.19514%
Returns for 10 years73.609.63764%
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