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DFSTX vs FSMBX
DFSTX vs FSMBX Comparison
Open Charts DFSTX vs FSMBX
DFSTX vs FSMBX Comparison Chart in %
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DFSTX vs. FSMBX commentary
Aug 03, 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: 19.7B vs. FSMBX (16M). DFSTX pays higher dividends than FSMBX: DFSTX (0.97) vs FSMBX (0.54). DFSTX was incepted earlier than FSMBX: DFSTX (34 years) vs FSMBX (7 years). FSMBX (1.34) is less costly to investors than DFSTX (0.28). FSMBX is a more actively managed with annual turnover of: 35.00 vs. DFSTX (5.00). 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 : 27.15 vs. FSMBX (12.55). DFSTX return over 5 years is better than : 37.80 vs. FSMBX (23.35).
| 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 | 7 years | - |
| Gain YTD | 17.726 | 13.563 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 16M | 123,125% |
| Annual Yield % from dividends | 0.97 | 0.54 | 181% |
| Returns for 1 year | 27.15 | 12.55 | 216% |
| Returns for 3 years | 46.16 | 21.55 | 214% |
| Returns for 5 years | 37.80 | 23.35 | 162% |
| Returns for 10 years | 114.44 | N/A | - |
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