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DFSTX vs FSMBX
DFSTX vs FSMBX Comparison
Open Charts DFSTX vs FSMBX
Tributary Small/Mid Cap Instl Plus
Price$16.55
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets29.9M
DFSTX vs FSMBX Comparison Chart in %
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DFSTX vs. FSMBX commentary
Oct 10, 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 Buy and FSMBX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. FSMBX (29.9M). DFSTX pays higher dividends than FSMBX: DFSTX (1.07) 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 : 7.34 vs. FSMBX (-4.32). DFSTX return over 5 years is better than : 64.02 vs. FSMBX (58.00).
| 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 | 5.697 | -2.761 | -206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 29.9M | 57,525% |
| Annual Yield % from dividends | 1.07 | 0.14 | 755% |
| Returns for 1 year | 7.34 | -4.32 | -170% |
| Returns for 3 years | 40.28 | 26.46 | 152% |
| Returns for 5 years | 64.02 | 58.00 | 110% |
| Returns for 10 years | 74.53 | N/A | - |
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