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DFSTX vs LSCRX
DFSTX vs LSCRX Comparison
Open Charts DFSTX vs LSCRX
Loomis Sayles Small Cap Value Retail
Price$21.78
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets321.99M
DFSTX vs LSCRX Comparison Chart in %
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DFSTX vs. LSCRX commentary
Oct 19, 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 LSCRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. LSCRX (322M). DFSTX pays higher dividends than LSCRX: DFSTX (1.07) vs LSCRX (0.03). DFSTX was incepted earlier than LSCRX: DFSTX (34 years) vs LSCRX (29 years). LSCRX (1.21) is less costly to investors than DFSTX (0.28). LSCRX is a more actively managed with annual turnover of: 25.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LSCRX: DFSTX (0) vs LSCRX (2500). DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. LSCRX (-10.05). DFSTX return over 5 years is better than : 62.62 vs. LSCRX (-7.69).
| DFSTX | LSCRX | DFSTX / LSCRX | |
| Total Expense Ratio | 0.27 | 1.15 | 23% |
| Annual Report Gross Expense Ratio | 0.28 | 1.21 | 23% |
| Fund Existence | 34 years | 29 years | - |
| Gain YTD | 4.893 | 1.444 | 339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 322M | 5,217% |
| Annual Yield % from dividends | 1.07 | 0.03 | 4,201% |
| Returns for 1 year | 3.09 | -10.05 | -31% |
| Returns for 3 years | 34.06 | -7.37 | -462% |
| Returns for 5 years | 62.62 | -7.69 | -815% |
| Returns for 10 years | 73.60 | -34.83 | -211% |
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