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DFSTX vs LMSIX
DFSTX vs LMSIX Comparison
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DFSTX vs LMSIX Comparison Chart in %
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DFSTX vs. LMSIX commentary
Aug 23, 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: 19.9B vs. LMSIX (155M). 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). DFSTX (26.64) and LMSIX (25.55) have marching annual gain over last year. DFSTX return over 5 years is better than : 42.22 vs. LMSIX (19.47).
| 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 | 20.091 | 20.013 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 155M | 12,839% |
| Annual Yield % from dividends | 0.97 | 0.29 | 336% |
| Returns for 1 year | 26.64 | 25.55 | 104% |
| Returns for 3 years | 57.96 | 60.63 | 96% |
| Returns for 5 years | 42.22 | 19.47 | 217% |
| Returns for 10 years | 111.33 | 49.35 | 226% |
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