DFSTX
Price
$53.51
Change
+$0.15 (+0.28%)
Updated
Dec 24 closing price
Net Assets
17.54B
LSCNX
Price
$24.09
Change
+$0.07 (+0.29%)
Updated
Dec 24 closing price
Net Assets
329.6M
Interact to see
Advertisement

DFSTX vs LSCNX

Header iconDFSTX vs LSCNX Comparison
Open Charts DFSTX vs LSCNXBanner chart's image
DFA US Small Cap I
Price$53.51
Change+$0.15 (+0.28%)
VolumeN/A
Net Assets17.54B
Loomis Sayles Small Cap Value N
Price$24.09
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets329.6M
DFSTX vs LSCNX Comparison Chart in %
View a ticker or compare two or three
VS
DFSTX vs. LSCNX commentary
Dec 27, 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 LSCNX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. LSCNX (330M). DFSTX pays higher dividends than LSCNX: DFSTX (1.05) vs LSCNX (0.31). DFSTX was incepted earlier than LSCNX: DFSTX (34 years) vs LSCNX (13 years). LSCNX (0.88) is less costly to investors than DFSTX (0.28). LSCNX is a more actively managed with annual turnover of: 36.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LSCNX: DFSTX (0) vs LSCNX (1000000). DFSTX annual gain was more profitable for investors over the last year : 8.98 vs. LSCNX (-2.86). DFSTX return over 5 years is better than : 45.03 vs. LSCNX (-7.69).
DFSTXLSCNXDFSTX / LSCNX
Total Expense Ratio0.270.8532%
Annual Report Gross Expense Ratio0.280.8832%
Fund Existence34 years13 years-
Gain YTD10.3157.882131%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.5B330M5,303%
Annual Yield % from dividends1.050.31339%
Returns for 1 year8.98-2.86-314%
Returns for 3 years42.56-4.05-1,050%
Returns for 5 years45.03-7.69-585%
Returns for 10 years95.08-27.40-347%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WSCYX19.900.10
+0.51%
Nomura Small Cap Growth Y
PREIX179.840.57
+0.32%
T. Rowe Price Equity Index 500
FBFRX13.130.04
+0.31%
Franklin Managed Income R6
CBSLX27.190.08
+0.30%
ClearBridge Sustainability Leaders R
STRSX26.82N/A
N/A
Sterling Capital Special Opps R6