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DFSTX vs LSSCX
DFSTX vs LSSCX Comparison
Open Charts DFSTX vs LSSCX
Loomis Sayles Small Cap Value Instl
Price$22.64
Change-$0.39 (-1.69%)
VolumeN/A
Net Assets317.51M
DFSTX vs LSSCX Comparison Chart in %
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DFSTX vs. LSSCX 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 LSSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. LSSCX (318M). DFSTX pays higher dividends than LSSCX: DFSTX (1.08) vs LSSCX (0.27). 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: 25.00 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 : -0.31 vs. LSSCX (-12.33). DFSTX return over 5 years is better than : 54.99 vs. LSSCX (-11.38).
| 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 | 6.068 | 3.135 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 318M | 5,220% |
| Annual Yield % from dividends | 1.08 | 0.27 | 405% |
| Returns for 1 year | -0.31 | -12.33 | 3% |
| Returns for 3 years | 25.84 | -11.45 | -226% |
| Returns for 5 years | 54.99 | -11.38 | -483% |
| Returns for 10 years | 78.44 | -30.52 | -257% |
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