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DFSTX vs LMSIX
DFSTX vs LMSIX Comparison
Open Charts DFSTX vs LMSIX
DFSTX vs LMSIX Comparison Chart in %
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DFSTX vs. LMSIX 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 LMSIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.7B vs. LMSIX (149M). DFSTX pays higher dividends than LMSIX: DFSTX (0.97) vs LMSIX (0.29). DFSTX was incepted earlier than LMSIX: DFSTX (34 years) vs LMSIX (26 years). LMSIX (1.01) is less costly to investors than DFSTX (0.28). LMSIX is a more actively managed with annual turnover of: 48.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than LMSIX: DFSTX (0) vs LMSIX (1000000). LMSIX (27.47) and DFSTX (27.15) have marching annual gain over last year. DFSTX return over 5 years is better than : 37.80 vs. LMSIX (14.68).
| DFSTX | LMSIX | DFSTX / LMSIX | |
| Total Expense Ratio | 0.27 | 1.00 | 27% |
| Annual Report Gross Expense Ratio | 0.28 | 1.01 | 28% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 17.726 | 17.136 | 103% |
| 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 | 0.29 | 336% |
| Returns for 1 year | 27.15 | 27.47 | 99% |
| Returns for 3 years | 46.16 | 47.94 | 96% |
| Returns for 5 years | 37.80 | 14.68 | 257% |
| Returns for 10 years | 114.44 | 51.08 | 224% |
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