DFSTX
Price
$56.06
Change
+$0.66 (+1.19%)
Updated
Jan 15 closing price
Net Assets
18.29B
LMSAX
Price
$40.11
Change
+$0.23 (+0.58%)
Updated
Jan 15 closing price
Net Assets
733.51M
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DFSTX vs LMSAX

Header iconDFSTX vs LMSAX Comparison
Open Charts DFSTX vs LMSAXBanner chart's image
DFA US Small Cap I
Price$56.06
Change+$0.66 (+1.19%)
VolumeN/A
Net Assets18.29B
ClearBridge Small Cap A
Price$40.11
Change+$0.23 (+0.58%)
VolumeN/A
Net Assets733.51M
DFSTX vs LMSAX Comparison Chart in %
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DFSTX vs. LMSAX commentary
Jan 17, 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 LMSAX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.3B vs. LMSAX (734M). DFSTX pays higher dividends than LMSAX: DFSTX (1.08) vs LMSAX (0.43). 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 : 13.29 vs. LMSAX (-0.31). DFSTX return over 5 years is better than : 42.32 vs. LMSAX (-8.21).
DFSTXLMSAXDFSTX / LMSAX
Total Expense Ratio0.271.0725%
Annual Report Gross Expense Ratio0.281.1025%
Fund Existence34 years17 years-
Gain YTD7.2306.139118%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.3B734M2,493%
Annual Yield % from dividends1.080.43252%
Returns for 1 year13.29-0.31-4,309%
Returns for 3 years40.8812.46328%
Returns for 5 years42.32-8.21-515%
Returns for 10 years130.5346.63280%
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