Interact to see
Advertisement
Advertisement
DFSTX vs FSMBX
DFSTX vs FSMBX Comparison
Open Charts DFSTX vs FSMBX
Tributary Small/Mid Cap Instl Plus
Price$16.93
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets30.38M
DFSTX vs FSMBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. FSMBX commentary
Jan 15, 2026
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: 18.1B vs. FSMBX (30.4M). DFSTX pays higher dividends than FSMBX: DFSTX (1.08) vs FSMBX (0.61). 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 : 13.84 vs. FSMBX (-1.10). DFSTX return over 5 years is better than : 40.65 vs. FSMBX (33.08).
| 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 | 5.968 | 5.813 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 30.4M | 59,539% |
| Annual Yield % from dividends | 1.08 | 0.61 | 177% |
| Returns for 1 year | 13.84 | -1.10 | -1,264% |
| Returns for 3 years | 39.22 | 21.03 | 186% |
| Returns for 5 years | 40.65 | 33.08 | 123% |
| Returns for 10 years | 127.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement