DFSTX
Price
$55.81
Change
+$4.54 (+8.86%)
Updated
Feb 3 closing price
Net Assets
18.14B
LSCNX
Price
$21.65
Change
-$1.38 (-5.99%)
Updated
Feb 3 closing price
Net Assets
343.22M
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DFSTX vs LSCNX

Header iconDFSTX vs LSCNX Comparison
Open Charts DFSTX vs LSCNXBanner chart's image
DFA US Small Cap I
Price$55.81
Change+$4.54 (+8.86%)
VolumeN/A
Net Assets18.14B
Loomis Sayles Small Cap Value N
Price$21.65
Change-$1.38 (-5.99%)
VolumeN/A
Net Assets343.22M
DFSTX vs LSCNX Comparison Chart in %
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DFSTX vs. LSCNX commentary
Feb 05, 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 LSCNX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. LSCNX (343M). LSCNX pays higher dividends than DFSTX: LSCNX (1.08) vs DFSTX (1.02). 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 (5.00). 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 : 13.21 vs. LSCNX (-3.30). DFSTX return over 5 years is better than : 38.07 vs. LSCNX (-22.61).
DFSTXLSCNXDFSTX / LSCNX
Total Expense Ratio0.270.8532%
Annual Report Gross Expense Ratio0.280.8832%
Fund Existence34 years13 years-
Gain YTD6.7527.81986%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B343M5,277%
Annual Yield % from dividends1.021.0895%
Returns for 1 year13.21-3.30-400%
Returns for 3 years33.64-11.19-301%
Returns for 5 years38.07-22.61-168%
Returns for 10 years131.31-16.73-785%
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