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DFSTX vs LSVAX
DFSTX vs LSVAX Comparison
Open Charts DFSTX vs LSVAX
Loomis Sayles Small Cap Value Admin
Price$19.23
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets321.99M
DFSTX vs LSVAX Comparison Chart in %
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DFSTX vs. LSVAX commentary
Oct 19, 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 LSVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. LSVAX (322M). DFSTX pays higher dividends than LSVAX: DFSTX (1.07) vs LSVAX (0.00). 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: 25.00 vs. DFSTX (6.00). DFSTX (0) and LSVAX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. LSVAX (-11.42). DFSTX return over 5 years is better than : 62.62 vs. LSVAX (-13.65).
| 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 | 4.893 | 1.264 | 387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 322M | 5,217% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 3.09 | -11.42 | -27% |
| Returns for 3 years | 34.06 | -11.63 | -293% |
| Returns for 5 years | 62.62 | -13.65 | -459% |
| Returns for 10 years | 73.60 | -40.96 | -180% |
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