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DFSTX vs LSCRX
DFSTX vs LSCRX Comparison
Open Charts DFSTX vs LSCRX
Loomis Sayles Small Cap Value Retail
Price$23.09
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets329.6M
DFSTX vs LSCRX Comparison Chart in %
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DFSTX vs. LSCRX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. LSCRX (330M). 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: 36.00 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 : 8.98 vs. LSCRX (-3.48). DFSTX return over 5 years is better than : 45.03 vs. LSCRX (-10.31).
| 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 | 10.315 | 7.545 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 330M | 5,303% |
| Annual Yield % from dividends | 1.05 | 0.03 | 4,121% |
| Returns for 1 year | 8.98 | -3.48 | -258% |
| Returns for 3 years | 42.56 | -5.85 | -728% |
| Returns for 5 years | 45.03 | -10.31 | -437% |
| Returns for 10 years | 95.08 | -30.37 | -313% |
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