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DFSTX vs LSSCX
DFSTX vs LSSCX Comparison
Open Charts DFSTX vs LSSCX
Loomis Sayles Small Cap Value Instl
Price$24.08
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets329.6M
DFSTX vs LSSCX Comparison Chart in %
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DFSTX vs. LSSCX 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 LSSCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. LSSCX (330M). DFSTX pays higher dividends than LSSCX: DFSTX (1.05) vs LSSCX (0.26). DFSTX was incepted earlier than LSSCX: DFSTX (34 years) vs LSSCX (35 years). LSSCX (0.96) is less costly to investors than DFSTX (0.28). LSSCX is a more actively managed with annual turnover of: 36.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LSSCX: DFSTX (0) vs LSSCX (100000). DFSTX annual gain was more profitable for investors over the last year : 8.98 vs. LSSCX (-2.87). DFSTX return over 5 years is better than : 45.03 vs. LSSCX (-7.83).
| DFSTX | LSSCX | DFSTX / LSSCX | |
| Total Expense Ratio | 0.27 | 0.90 | 30% |
| Annual Report Gross Expense Ratio | 0.28 | 0.96 | 29% |
| Fund Existence | 34 years | 35 years | - |
| Gain YTD | 10.315 | 7.837 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 330M | 5,303% |
| Annual Yield % from dividends | 1.05 | 0.26 | 400% |
| Returns for 1 year | 8.98 | -2.87 | -313% |
| Returns for 3 years | 42.56 | -4.11 | -1,034% |
| Returns for 5 years | 45.03 | -7.83 | -575% |
| Returns for 10 years | 95.08 | -27.57 | -345% |
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