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DFSTX vs LMBMX
DFSTX vs LMBMX Comparison
Open Charts DFSTX vs LMBMX
DFSTX vs LMBMX Comparison Chart in %
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DFSTX vs. LMBMX commentary
Aug 03, 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 LMBMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.7B vs. LMBMX (149M). DFSTX pays higher dividends than LMBMX: DFSTX (0.97) vs LMBMX (0.35). DFSTX was incepted earlier than LMBMX: DFSTX (34 years) vs LMBMX (14 years). LMBMX (0.92) is less costly to investors than DFSTX (0.28). LMBMX is a more actively managed with annual turnover of: 48.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than LMBMX: DFSTX (0) vs LMBMX (1000000). LMBMX (27.20) and DFSTX (27.15) have marching annual gain over last year. DFSTX return over 5 years is better than : 37.80 vs. LMBMX (14.00).
| DFSTX | LMBMX | DFSTX / LMBMX | |
| Total Expense Ratio | 0.27 | 0.75 | 36% |
| Annual Report Gross Expense Ratio | 0.28 | 0.92 | 30% |
| Fund Existence | 34 years | 14 years | - |
| Gain YTD | 17.726 | 17.067 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 149M | 13,221% |
| Annual Yield % from dividends | 0.97 | 0.35 | 279% |
| Returns for 1 year | 27.15 | 27.20 | 100% |
| Returns for 3 years | 46.16 | 47.70 | 97% |
| Returns for 5 years | 37.80 | 14.00 | 270% |
| Returns for 10 years | 114.44 | 49.13 | 233% |
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