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DFSTX vs LSSCX
DFSTX vs LSSCX Comparison
Open Charts DFSTX vs LSSCX
Loomis Sayles Small Cap Value Instl
Price$21.65
Change-$1.37 (-5.95%)
VolumeN/A
Net Assets343.22M
DFSTX vs LSSCX Comparison Chart in %
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DFSTX vs. LSSCX 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 LSSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. LSSCX (343M). LSSCX (1.03) and DFSTX (1.02) have matching dividends . 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 (5.00). 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 : 13.21 vs. LSSCX (-3.31). DFSTX return over 5 years is better than : 38.07 vs. LSSCX (-22.75).
| 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 | 6.752 | 7.872 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 343M | 5,277% |
| Annual Yield % from dividends | 1.02 | 1.03 | 100% |
| Returns for 1 year | 13.21 | -3.31 | -399% |
| Returns for 3 years | 33.64 | -11.32 | -297% |
| Returns for 5 years | 38.07 | -22.75 | -167% |
| Returns for 10 years | 131.31 | -16.97 | -774% |
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