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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
Jun 15, 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 Buy and LMSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.7B vs. LMSIX (141M). DFSTX pays higher dividends than LMSIX: DFSTX (0.95) vs LMSIX (0.30). 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 (30.67) and DFSTX (30.03) have marching annual gain over last year. DFSTX return over 5 years is better than : 32.64 vs. LMSIX (6.13).
| 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 | 16.856 | 15.409 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 141M | 13,972% |
| Annual Yield % from dividends | 0.95 | 0.30 | 321% |
| Returns for 1 year | 30.03 | 30.67 | 98% |
| Returns for 3 years | 52.63 | 52.54 | 100% |
| Returns for 5 years | 32.64 | 6.13 | 532% |
| Returns for 10 years | 119.99 | 55.00 | 218% |
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