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DFSTX vs LSVAX
DFSTX vs LSVAX Comparison
Open Charts DFSTX vs LSVAX
Loomis Sayles Small Cap Value Admin
Price$17.83
Change-$1.67 (-8.56%)
VolumeN/A
Net Assets341.64M
DFSTX vs LSVAX Comparison Chart in %
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DFSTX vs. LSVAX 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 LSVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. LSVAX (342M). DFSTX pays higher dividends than LSVAX: DFSTX (1.02) vs LSVAX (0.75). DFSTX was incepted earlier than LSVAX: DFSTX (34 years) vs LSVAX (28 years). LSVAX (1.47) is less costly to investors than DFSTX (0.28). LSVAX is a more actively managed with annual turnover of: 36.00 vs. DFSTX (5.00). DFSTX (0) and LSVAX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. LSVAX (-6.60). DFSTX return over 5 years is better than : 38.07 vs. LSVAX (-31.60).
| DFSTX | LSVAX | DFSTX / LSVAX | |
| Total Expense Ratio | 0.27 | 1.40 | 19% |
| Annual Report Gross Expense Ratio | 0.28 | 1.47 | 19% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 6.752 | 7.799 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 342M | 5,292% |
| Annual Yield % from dividends | 1.02 | 0.75 | 136% |
| Returns for 1 year | 13.21 | -6.60 | -200% |
| Returns for 3 years | 33.64 | -18.65 | -180% |
| Returns for 5 years | 38.07 | -31.60 | -120% |
| Returns for 10 years | 131.31 | -29.92 | -439% |
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