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DFSTX vs LSCRX
DFSTX vs LSCRX Comparison
Open Charts DFSTX vs LSCRX
Loomis Sayles Small Cap Value Retail
Price$21.24
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets307.44M
DFSTX vs LSCRX Comparison Chart in %
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DFSTX vs. LSCRX commentary
Nov 20, 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 Hold and LSCRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. LSCRX (307M). DFSTX pays higher dividends than LSCRX: DFSTX (1.08) vs LSCRX (0.03). DFSTX was incepted earlier than LSCRX: DFSTX (34 years) vs LSCRX (29 years). LSCRX (1.21) is less costly to investors than DFSTX (0.28). LSCRX is a more actively managed with annual turnover of: 25.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LSCRX: DFSTX (0) vs LSCRX (2500). DFSTX annual gain was more profitable for investors over the last year : -1.58 vs. LSCRX (-14.33). DFSTX return over 5 years is better than : 46.26 vs. LSCRX (-17.81).
| DFSTX | LSCRX | DFSTX / LSCRX | |
| Total Expense Ratio | 0.27 | 1.15 | 23% |
| Annual Report Gross Expense Ratio | 0.28 | 1.21 | 23% |
| Fund Existence | 34 years | 29 years | - |
| Gain YTD | 2.089 | -1.071 | -195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 307M | 5,277% |
| Annual Yield % from dividends | 1.08 | 0.03 | 4,170% |
| Returns for 1 year | -1.58 | -14.33 | 11% |
| Returns for 3 years | 21.78 | -15.83 | -138% |
| Returns for 5 years | 46.26 | -17.81 | -260% |
| Returns for 10 years | 67.22 | -37.47 | -179% |
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