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DFSTX vs LSCRX
DFSTX vs LSCRX Comparison
Open Charts DFSTX vs LSCRX
Loomis Sayles Small Cap Value Retail
Price$21.72
Change-$0.38 (-1.72%)
VolumeN/A
Net Assets317.51M
DFSTX vs LSCRX Comparison Chart in %
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DFSTX vs. LSCRX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. LSCRX (318M). DFSTX pays higher dividends than LSCRX: DFSTX (1.08) 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 : -0.31 vs. LSCRX (-12.83). DFSTX return over 5 years is better than : 54.99 vs. LSCRX (-13.65).
| 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 | 6.068 | 2.934 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 318M | 5,220% |
| Annual Yield % from dividends | 1.08 | 0.03 | 4,170% |
| Returns for 1 year | -0.31 | -12.83 | 2% |
| Returns for 3 years | 25.84 | -13.00 | -199% |
| Returns for 5 years | 54.99 | -13.65 | -403% |
| Returns for 10 years | 78.44 | -33.20 | -236% |
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