DFSTX
Price
$52.05
Change
-$0.09 (-0.17%)
Updated
Dec 2 closing price
Net Assets
17.12B
LSCNX
Price
$23.24
Change
-$0.09 (-0.39%)
Updated
Dec 2 closing price
Net Assets
323.95M
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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$52.05
Change-$0.09 (-0.17%)
VolumeN/A
Net Assets17.12B
Loomis Sayles Small Cap Value N
Price$23.24
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets323.95M
DFSTX vs LSCNX Comparison Chart in %
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DFSTX vs. LSCNX 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 LSCNX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.1B vs. LSCNX (324M). 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: 25.00 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 : -1.01 vs. LSCNX (-12.80). DFSTX return over 5 years is better than : 48.90 vs. LSCNX (-13.21).
DFSTXLSCNXDFSTX / LSCNX
Total Expense Ratio0.270.8532%
Annual Report Gross Expense Ratio0.280.8832%
Fund Existence34 years13 years-
Gain YTD7.4904.478167%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B324M5,278%
Annual Yield % from dividends1.050.31339%
Returns for 1 year-1.01-12.808%
Returns for 3 years25.41-11.99-212%
Returns for 5 years48.90-13.21-370%
Returns for 10 years74.83-31.84-235%
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