DFSTX
Price
$53.51
Change
+$0.15 (+0.28%)
Updated
Dec 24 closing price
Net Assets
17.54B
LMASX
Price
$34.14
Change
+$0.13 (+0.38%)
Updated
Dec 24 closing price
Net Assets
723.37M
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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$53.51
Change+$0.15 (+0.28%)
VolumeN/A
Net Assets17.54B
ClearBridge Small Cap C
Price$34.14
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets723.37M
DFSTX vs LMASX Comparison Chart in %
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DFSTX vs. LMASX commentary
Dec 26, 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 Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. LMASX (723M). DFSTX pays higher dividends than LMASX: DFSTX (1.05) 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 : 8.98 vs. LMASX (-3.42). DFSTX return over 5 years is better than : 45.03 vs. LMASX (-13.24).
DFSTXLMASXDFSTX / LMASX
Total Expense Ratio0.271.8515%
Annual Report Gross Expense Ratio0.281.8615%
Fund Existence34 years40 years-
Gain YTD10.315-2.485-415%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.5B723M2,420%
Annual Yield % from dividends1.050.36295%
Returns for 1 year8.98-3.42-262%
Returns for 3 years42.5611.89358%
Returns for 5 years45.03-13.24-340%
Returns for 10 years95.0811.52825%
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