Interact to see
Advertisement
Advertisement
DFSTX vs FSMBX
DFSTX vs FSMBX Comparison
Open Charts DFSTX vs FSMBX
Tributary Small/Mid Cap Instl Plus
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets28.83M
DFSTX vs FSMBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. FSMBX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. FSMBX (28.8M). DFSTX pays higher dividends than FSMBX: DFSTX (1.05) vs FSMBX (0.14). 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 : 8.98 vs. FSMBX (-5.68). DFSTX return over 5 years is better than : 45.03 vs. FSMBX (32.38).
| 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 | 10.315 | -4.407 | -234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 28.8M | 60,764% |
| Annual Yield % from dividends | 1.05 | 0.14 | 727% |
| Returns for 1 year | 8.98 | -5.68 | -158% |
| Returns for 3 years | 42.56 | 21.02 | 202% |
| Returns for 5 years | 45.03 | 32.38 | 139% |
| Returns for 10 years | 95.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement