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DFSTX vs LMSIX
DFSTX vs LMSIX Comparison
Open Charts DFSTX vs LMSIX
Franklin U.S. Small Cap Equity I
Price$16.53
Change+$0.46 (+2.86%)
VolumeN/A
Net Assets124.29M
DFSTX vs LMSIX Comparison Chart in %
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DFSTX vs. LMSIX 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 LMSIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. LMSIX (124M). DFSTX pays higher dividends than LMSIX: DFSTX (1.02) vs LMSIX (0.32). DFSTX was incepted earlier than LMSIX: DFSTX (34 years) vs LMSIX (26 years). LMSIX (1.09) is less costly to investors than DFSTX (0.28). LMSIX is a more actively managed with annual turnover of: 53.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than LMSIX: DFSTX (0) vs LMSIX (1000000). LMSIX annual gain was more profitable for investors over the last year : 17.96 vs. DFSTX (13.21). DFSTX return over 5 years is better than : 38.07 vs. LMSIX (10.83).
| DFSTX | LMSIX | DFSTX / LMSIX | |
| Total Expense Ratio | 0.27 | 1.00 | 27% |
| Annual Report Gross Expense Ratio | 0.28 | 1.09 | 26% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 6.752 | 5.691 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 124M | 14,597% |
| Annual Yield % from dividends | 1.02 | 0.32 | 314% |
| Returns for 1 year | 13.21 | 17.96 | 74% |
| Returns for 3 years | 33.64 | 32.64 | 103% |
| Returns for 5 years | 38.07 | 10.83 | 352% |
| Returns for 10 years | 131.31 | 64.31 | 204% |