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DFSTX vs LSCRX
DFSTX vs LSCRX Comparison
Open Charts DFSTX vs LSCRX
Loomis Sayles Small Cap Value Retail
Price$20.66
Change-$1.43 (-6.47%)
VolumeN/A
Net Assets343.22M
DFSTX vs LSCRX Comparison Chart in %
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DFSTX vs. LSCRX commentary
Feb 04, 2026
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: 18.1B vs. LSCRX (343M). DFSTX pays higher dividends than LSCRX: DFSTX (1.02) vs LSCRX (0.85). 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 (5.00). 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 : 13.21 vs. LSCRX (-4.18). DFSTX return over 5 years is better than : 38.07 vs. LSCRX (-25.31).
| 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 | 6.752 | 7.829 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 343M | 5,277% |
| Annual Yield % from dividends | 1.02 | 0.85 | 121% |
| Returns for 1 year | 13.21 | -4.18 | -316% |
| Returns for 3 years | 33.64 | -13.39 | -251% |
| Returns for 5 years | 38.07 | -25.31 | -150% |
| Returns for 10 years | 131.31 | -20.85 | -630% |
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