DFSTX
Price
$49.44
Change
+$0.14 (+0.28%)
Updated
Nov 18 closing price
Net Assets
16.18B
LZCOX
Price
$9.46
Change
+$0.06 (+0.64%)
Updated
Nov 18 closing price
Net Assets
31.35M
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DFSTX vs LZCOX

Header iconDFSTX vs LZCOX Comparison
Open Charts DFSTX vs LZCOXBanner chart's image
DFA US Small Cap I
Price$49.44
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets16.18B
Lazard US Small Cap Equity Select Open
Price$9.46
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets31.35M
DFSTX vs LZCOX Comparison Chart in %
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DFSTX vs. LZCOX 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 LZCOX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. LZCOX (31.3M). DFSTX pays higher dividends than LZCOX: DFSTX (1.08) vs LZCOX (0.00). DFSTX was incepted earlier than LZCOX: DFSTX (34 years) vs LZCOX (29 years). LZCOX (1.57) is less costly to investors than DFSTX (0.28). LZCOX is a more actively managed with annual turnover of: 99.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than LZCOX: DFSTX (0) vs LZCOX (2500). DFSTX annual gain was more profitable for investors over the last year : -1.55 vs. LZCOX (-20.10). DFSTX return over 5 years is better than : 45.74 vs. LZCOX (-24.01).
DFSTXLZCOXDFSTX / LZCOX
Total Expense Ratio0.271.2023%
Annual Report Gross Expense Ratio0.281.5718%
Fund Existence34 years29 years-
Gain YTD1.924-8.951-21%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets16.2B31.3M51,757%
Annual Yield % from dividends1.080.00-
Returns for 1 year-1.55-20.108%
Returns for 3 years21.58-16.58-130%
Returns for 5 years45.74-24.01-190%
Returns for 10 years66.95-28.46-235%
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