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DFSTX vs LSCRX
DFSTX vs LSCRX Comparison
Open Charts DFSTX vs LSCRX
Loomis Sayles Small Cap Value Retail
Price$22.46
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets337.8M
DFSTX vs LSCRX Comparison Chart in %
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DFSTX vs. LSCRX commentary
Oct 07, 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: 17.2B vs. LSCRX (338M). DFSTX pays higher dividends than LSCRX: DFSTX (1.07) 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 : 9.92 vs. LSCRX (-4.03). DFSTX return over 5 years is better than : 76.40 vs. LSCRX (0.12).
| 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 | 7.119 | 4.611 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 338M | 5,089% |
| Annual Yield % from dividends | 1.07 | 0.03 | 4,201% |
| Returns for 1 year | 9.92 | -4.03 | -246% |
| Returns for 3 years | 37.19 | -4.20 | -886% |
| Returns for 5 years | 76.40 | 0.12 | 66,116% |
| Returns for 10 years | 82.01 | -31.03 | -264% |
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