DFSTX
Price
$55.40
Change
+$0.25 (+0.45%)
Updated
Jan 14 closing price
Net Assets
18.08B
LMASX
Price
$34.94
Change
+$0.27 (+0.78%)
Updated
Jan 14 closing price
Net Assets
728.04M
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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$55.40
Change+$0.25 (+0.45%)
VolumeN/A
Net Assets18.08B
ClearBridge Small Cap C
Price$34.94
Change+$0.27 (+0.78%)
VolumeN/A
Net Assets728.04M
DFSTX vs LMASX Comparison Chart in %
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DFSTX vs. LMASX commentary
Jan 15, 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 LMASX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. LMASX (728M). DFSTX pays higher dividends than LMASX: DFSTX (1.08) vs LMASX (0.00). 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 : 13.84 vs. LMASX (-1.33). DFSTX return over 5 years is better than : 40.65 vs. LMASX (-15.29).
DFSTXLMASXDFSTX / LMASX
Total Expense Ratio0.271.8515%
Annual Report Gross Expense Ratio0.281.8615%
Fund Existence34 years40 years-
Gain YTD5.9685.495109%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B728M2,486%
Annual Yield % from dividends1.080.00-
Returns for 1 year13.84-1.33-1,043%
Returns for 3 years39.227.00561%
Returns for 5 years40.65-15.29-266%
Returns for 10 years127.8228.48449%
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