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DFSTX vs LMSAX
DFSTX vs LMSAX Comparison
Open Charts DFSTX vs LMSAX
ClearBridge Small Cap A
Price$40.68
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets720.75M
DFSTX vs LMSAX Comparison Chart in %
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DFSTX vs. LMSAX commentary
Oct 19, 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 LMSAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. LMSAX (721M). DFSTX pays higher dividends than LMSAX: DFSTX (1.07) vs LMSAX (0.93). DFSTX was incepted earlier than LMSAX: DFSTX (34 years) vs LMSAX (17 years). LMSAX (1.10) is less costly to investors than DFSTX (0.28). LMSAX is a more actively managed with annual turnover of: 33.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LMSAX: DFSTX (0) vs LMSAX (1000). DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. LMSAX (-3.84). DFSTX return over 5 years is better than : 62.62 vs. LMSAX (19.31).
| DFSTX | LMSAX | DFSTX / LMSAX | |
| Total Expense Ratio | 0.27 | 1.07 | 25% |
| Annual Report Gross Expense Ratio | 0.28 | 1.10 | 25% |
| Fund Existence | 34 years | 17 years | - |
| Gain YTD | 4.893 | 3.511 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 721M | 2,330% |
| Annual Yield % from dividends | 1.07 | 0.93 | 115% |
| Returns for 1 year | 3.09 | -3.84 | -80% |
| Returns for 3 years | 34.06 | 21.59 | 158% |
| Returns for 5 years | 62.62 | 19.31 | 324% |
| Returns for 10 years | 73.60 | 23.00 | 320% |
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