DFSTX
Price
$49.52
Change
+$0.08 (+0.16%)
Updated
Nov 19 closing price
Net Assets
16.22B
LSSCX
Price
$22.14
Change
+$0.08 (+0.36%)
Updated
Nov 19 closing price
Net Assets
307.44M
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DFSTX vs LSSCX

Header iconDFSTX vs LSSCX Comparison
Open Charts DFSTX vs LSSCXBanner chart's image
DFA US Small Cap I
Price$49.52
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets16.22B
Loomis Sayles Small Cap Value Instl
Price$22.14
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets307.44M
DFSTX vs LSSCX Comparison Chart in %
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DFSTX vs. LSSCX 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 LSSCX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. LSSCX (307M). DFSTX pays higher dividends than LSSCX: DFSTX (1.08) vs LSSCX (0.27). DFSTX was incepted earlier than LSSCX: DFSTX (34 years) vs LSSCX (35 years). LSSCX (0.96) is less costly to investors than DFSTX (0.28). LSSCX is a more actively managed with annual turnover of: 25.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LSSCX: DFSTX (0) vs LSSCX (100000). DFSTX annual gain was more profitable for investors over the last year : -1.58 vs. LSSCX (-13.78). DFSTX return over 5 years is better than : 46.26 vs. LSSCX (-15.64).
DFSTXLSSCXDFSTX / LSSCX
Total Expense Ratio0.270.9030%
Annual Report Gross Expense Ratio0.280.9629%
Fund Existence34 years35 years-
Gain YTD2.089-0.851-246%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.2B307M5,277%
Annual Yield % from dividends1.080.27405%
Returns for 1 year-1.58-13.7811%
Returns for 3 years21.78-14.29-152%
Returns for 5 years46.26-15.64-296%
Returns for 10 years67.22-34.97-192%
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