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DFSTX vs FSMBX
DFSTX vs FSMBX Comparison
Open Charts DFSTX vs FSMBX
Tributary Small/Mid Cap Instl Plus
Price$15.56
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets27.66M
DFSTX vs FSMBX Comparison Chart in %
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DFSTX vs. FSMBX 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 FSMBX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. FSMBX (27.7M). 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 : -1.58 vs. FSMBX (-10.92). DFSTX return over 5 years is better than : 46.26 vs. FSMBX (36.75).
| 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 | 2.089 | -8.578 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 27.7M | 58,484% |
| Annual Yield % from dividends | 1.08 | 0.15 | 734% |
| Returns for 1 year | -1.58 | -10.92 | 14% |
| Returns for 3 years | 21.78 | 9.64 | 226% |
| Returns for 5 years | 46.26 | 36.75 | 126% |
| Returns for 10 years | 67.22 | N/A | - |
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