DFSTX
Price
$55.81
Change
+$4.54 (+8.86%)
Updated
Feb 3 closing price
Net Assets
18.14B
LMASX
Price
$34.94
Change
-$1.55 (-4.25%)
Updated
Feb 3 closing price
Net Assets
723.2M
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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$55.81
Change+$4.54 (+8.86%)
VolumeN/A
Net Assets18.14B
ClearBridge Small Cap C
Price$34.94
Change-$1.55 (-4.25%)
VolumeN/A
Net Assets723.2M
DFSTX vs LMASX Comparison Chart in %
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DFSTX vs. LMASX commentary
Feb 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. LMASX (723M). DFSTX pays higher dividends than LMASX: DFSTX (1.02) 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 (5.00). 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 : 13.21 vs. LMASX (-3.21). DFSTX return over 5 years is better than : 38.07 vs. LMASX (-17.27).
DFSTXLMASXDFSTX / LMASX
Total Expense Ratio0.271.8515%
Annual Report Gross Expense Ratio0.281.8615%
Fund Existence34 years40 years-
Gain YTD6.7525.495123%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B723M2,503%
Annual Yield % from dividends1.020.00-
Returns for 1 year13.21-3.21-411%
Returns for 3 years33.640.704,824%
Returns for 5 years38.07-17.27-220%
Returns for 10 years131.3130.83426%
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