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DFSTX vs LMSIX
DFSTX vs LMSIX Comparison
Open Charts DFSTX vs LMSIX
Franklin U.S. Small Cap Equity I
Price$16.02
Change-$0.09 (-0.56%)
VolumeN/A
Net Assets121.28M
DFSTX vs LMSIX Comparison Chart in %
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DFSTX vs. LMSIX 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 LMSIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. LMSIX (121M). DFSTX pays higher dividends than LMSIX: DFSTX (1.07) vs LMSIX (0.51). 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 (6.00). 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 : 8.56 vs. DFSTX (3.09). DFSTX return over 5 years is better than : 62.62 vs. LMSIX (39.03).
| 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 | 4.893 | 15.835 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 121M | 13,884% |
| Annual Yield % from dividends | 1.07 | 0.51 | 209% |
| Returns for 1 year | 3.09 | 8.56 | 36% |
| Returns for 3 years | 34.06 | 42.74 | 80% |
| Returns for 5 years | 62.62 | 39.03 | 160% |
| Returns for 10 years | 73.60 | 25.18 | 292% |
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