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DFSTX vs LMSIX
DFSTX vs LMSIX Comparison
Open Charts DFSTX vs LMSIX
Franklin U.S. Small Cap Equity I
Price$16.74
Change+$0.22 (+1.33%)
VolumeN/A
Net Assets128.36M
DFSTX vs LMSIX Comparison Chart in %
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DFSTX vs. LMSIX commentary
Dec 04, 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 Buy and LMSIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.3B vs. LMSIX (128M). 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 : 5.16 vs. DFSTX (-1.01). DFSTX return over 5 years is better than : 48.90 vs. LMSIX (27.62).
| 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 | 7.490 | 19.017 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 128M | 13,516% |
| Annual Yield % from dividends | 1.05 | 0.50 | 211% |
| Returns for 1 year | -1.01 | 5.16 | -19% |
| Returns for 3 years | 25.41 | 34.54 | 74% |
| Returns for 5 years | 48.90 | 27.62 | 177% |
| Returns for 10 years | 74.83 | 27.28 | 274% |
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