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DFSTX vs FSMBX
DFSTX vs FSMBX Comparison
Open Charts DFSTX vs FSMBX
Tributary Small/Mid Cap Instl Plus
Price$15.89
Change-$0.15 (-0.94%)
VolumeN/A
Net Assets28.82M
DFSTX vs FSMBX Comparison Chart in %
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DFSTX vs. FSMBX commentary
Nov 14, 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 FSMBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. FSMBX (28.8M). DFSTX pays higher dividends than FSMBX: DFSTX (1.08) vs FSMBX (0.15). DFSTX was incepted earlier than FSMBX: DFSTX (34 years) vs FSMBX (6 years). FSMBX (1.34) is less costly to investors than DFSTX (0.28). FSMBX is a more actively managed with annual turnover of: 25.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than FSMBX: DFSTX (0) vs FSMBX (5000000). DFSTX annual gain was more profitable for investors over the last year : -1.42 vs. FSMBX (-11.85). DFSTX return over 5 years is better than : 52.16 vs. FSMBX (40.64).
| DFSTX | FSMBX | DFSTX / FSMBX | |
| Total Expense Ratio | 0.27 | 0.90 | 30% |
| Annual Report Gross Expense Ratio | 0.28 | 1.34 | 21% |
| Fund Existence | 34 years | 6 years | - |
| Gain YTD | 4.130 | -6.639 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 28.8M | 57,639% |
| Annual Yield % from dividends | 1.08 | 0.15 | 734% |
| Returns for 1 year | -1.42 | -11.85 | 12% |
| Returns for 3 years | 24.60 | 12.84 | 192% |
| Returns for 5 years | 52.16 | 40.64 | 128% |
| Returns for 10 years | 73.35 | N/A | - |
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