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DFSTX vs LSSCX
DFSTX vs LSSCX Comparison
Open Charts DFSTX vs LSSCX
Loomis Sayles Small Cap Value Instl
Price$22.70
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets321.99M
DFSTX vs LSSCX Comparison Chart in %
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DFSTX vs. LSSCX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. LSSCX (322M). DFSTX pays higher dividends than LSSCX: DFSTX (1.07) vs LSSCX (0.26). DFSTX was incepted earlier than LSSCX: DFSTX (34 years) vs LSSCX (34 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 : 3.09 vs. LSSCX (-9.50). DFSTX return over 5 years is better than : 62.62 vs. LSSCX (-5.22).
| DFSTX | LSSCX | DFSTX / LSSCX | |
| Total Expense Ratio | 0.27 | 0.90 | 30% |
| Annual Report Gross Expense Ratio | 0.28 | 0.96 | 29% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 4.893 | 1.657 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 322M | 5,217% |
| Annual Yield % from dividends | 1.07 | 0.26 | 408% |
| Returns for 1 year | 3.09 | -9.50 | -33% |
| Returns for 3 years | 34.06 | -5.68 | -599% |
| Returns for 5 years | 62.62 | -5.22 | -1,200% |
| Returns for 10 years | 73.60 | -32.23 | -228% |
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