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DFSTX vs LMSIX
DFSTX vs LMSIX Comparison
Open Charts DFSTX vs LMSIX
Franklin U.S. Small Cap Equity I
Price$16.01
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets140.74M
DFSTX vs LMSIX Comparison Chart in %
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DFSTX vs. LMSIX commentary
Dec 25, 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: 17.5B vs. LMSIX (141M). DFSTX pays higher dividends than LMSIX: DFSTX (1.05) vs LMSIX (0.50). 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 : 14.11 vs. DFSTX (8.98). DFSTX return over 5 years is better than : 45.03 vs. LMSIX (19.86).
| 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 | 10.315 | 15.763 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 141M | 12,411% |
| Annual Yield % from dividends | 1.05 | 0.50 | 211% |
| Returns for 1 year | 8.98 | 14.11 | 64% |
| Returns for 3 years | 42.56 | 42.55 | 100% |
| Returns for 5 years | 45.03 | 19.86 | 227% |
| Returns for 10 years | 95.08 | 35.24 | 270% |
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