DFSTX
Price
$53.44
Change
-$0.07 (-0.13%)
Updated
Dec 26 closing price
Net Assets
17.52B
LMNSX
Price
$71.87
Change
-$0.03 (-0.04%)
Updated
Dec 26 closing price
Net Assets
723.37M
Interact to see
Advertisement

DFSTX vs LMNSX

Header iconDFSTX vs LMNSX Comparison
Open Charts DFSTX vs LMNSXBanner chart's image
DFA US Small Cap I
Price$53.44
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets17.52B
ClearBridge Small Cap I
Price$71.87
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets723.37M
DFSTX vs LMNSX Comparison Chart in %
View a ticker or compare two or three
VS
DFSTX vs. LMNSX commentary
Dec 27, 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 LMNSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. LMNSX (723M). DFSTX pays higher dividends than LMNSX: DFSTX (1.05) vs LMNSX (0.59). DFSTX was incepted earlier than LMNSX: DFSTX (34 years) vs LMNSX (31 years). LMNSX (0.85) is less costly to investors than DFSTX (0.28). LMNSX is a more actively managed with annual turnover of: 33.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LMNSX: DFSTX (0) vs LMNSX (1000000). DFSTX annual gain was more profitable for investors over the last year : 8.22 vs. LMNSX (2.06). DFSTX return over 5 years is better than : 44.84 vs. LMNSX (7.68).
DFSTXLMNSXDFSTX / LMNSX
Total Expense Ratio0.270.8532%
Annual Report Gross Expense Ratio0.280.8533%
Fund Existence34 years31 years-
Gain YTD10.1703.664278%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.5B723M2,420%
Annual Yield % from dividends1.050.59177%
Returns for 1 year8.222.06399%
Returns for 3 years42.4826.42161%
Returns for 5 years44.847.68584%
Returns for 10 years93.8159.47158%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HAWX39.570.12
+0.31%
iShares Currency Hdgd MSCI ACWI exUS ETF
QQQX28.520.01
+0.04%
Nuveen NASDAQ 100 Dynamic Overwrite Fund
MAGG20.67N/A
N/A
Madison Aggregate Bond ETF
DVXE25.89N/A
N/A
WEBs Energy XLE Defined Volatility ETF
UPSD27.18-0.04
-0.14%
Aptus Large Cap Upside ETF