DFSTX
Price
$50.76
Change
+$0.52 (+1.04%)
Updated
Nov 24 closing price
Net Assets
16.5B
LMSAX
Price
$40.43
Change
+$0.39 (+0.97%)
Updated
Nov 24 closing price
Net Assets
691.1M
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DFSTX vs LMSAX

Header iconDFSTX vs LMSAX Comparison
Open Charts DFSTX vs LMSAXBanner chart's image
DFA US Small Cap I
Price$50.76
Change+$0.52 (+1.04%)
VolumeN/A
Net Assets16.5B
ClearBridge Small Cap A
Price$40.43
Change+$0.39 (+0.97%)
VolumeN/A
Net Assets691.1M
DFSTX vs LMSAX Comparison Chart in %
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DFSTX vs. LMSAX commentary
Nov 25, 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 LMSAX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.5B vs. LMSAX (691M). DFSTX pays higher dividends than LMSAX: DFSTX (1.08) vs LMSAX (0.95). DFSTX was incepted earlier than LMSAX: DFSTX (34 years) vs LMSAX (17 years). LMSAX (1.10) is less costly to investors than DFSTX (0.28). LMSAX is a more actively managed with annual turnover of: 33.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LMSAX: DFSTX (0) vs LMSAX (1000). DFSTX annual gain was more profitable for investors over the last year : -2.62 vs. LMSAX (-9.91). DFSTX return over 5 years is better than : 45.00 vs. LMSAX (3.25).
DFSTXLMSAXDFSTX / LMSAX
Total Expense Ratio0.271.0725%
Annual Report Gross Expense Ratio0.281.1025%
Fund Existence34 years17 years-
Gain YTD4.6451.883247%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.5B691M2,388%
Annual Yield % from dividends1.080.95113%
Returns for 1 year-2.62-9.9126%
Returns for 3 years23.1012.84180%
Returns for 5 years45.003.251,385%
Returns for 10 years68.0118.75363%
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