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DFSTX vs LSCRX
DFSTX vs LSCRX Comparison
Open Charts DFSTX vs LSCRX
Loomis Sayles Small Cap Value Retail
Price$22.59
Change+$0.31 (+1.39%)
VolumeN/A
Net Assets326.75M
DFSTX vs LSCRX Comparison Chart in %
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DFSTX vs. LSCRX 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 LSCRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.3B vs. LSCRX (327M). DFSTX pays higher dividends than LSCRX: DFSTX (1.05) 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 : -1.01 vs. LSCRX (-13.38). DFSTX return over 5 years is better than : 48.90 vs. LSCRX (-15.60).
| 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 | 7.490 | 4.145 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 327M | 5,291% |
| Annual Yield % from dividends | 1.05 | 0.03 | 4,121% |
| Returns for 1 year | -1.01 | -13.38 | 8% |
| Returns for 3 years | 25.41 | -13.65 | -186% |
| Returns for 5 years | 48.90 | -15.60 | -313% |
| Returns for 10 years | 74.83 | -34.62 | -216% |
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| PRCS | 26.90 | 0.09 | +0.34% |
| Parnassus Core Select ETF | |||
| FPEI | 19.41 | 0.03 | +0.13% |
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| Blackrock Muniholdings NEW York Quality Fund | |||