Interact to see
Advertisement
Advertisement
DFSTX vs FSMBX
DFSTX vs FSMBX Comparison
Open Charts DFSTX vs FSMBX
DFSTX vs FSMBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. FSMBX commentary
Jul 14, 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 Buy and FSMBX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.8B vs. FSMBX (27.4M). DFSTX pays higher dividends than FSMBX: DFSTX (0.95) 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 : 24.91 vs. FSMBX (8.92). DFSTX return over 5 years is better than : 39.10 vs. FSMBX (23.83).
| 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 | 17.072 | 11.250 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 27.4M | 72,263% |
| Annual Yield % from dividends | 0.95 | 0.54 | 177% |
| Returns for 1 year | 24.91 | 8.92 | 279% |
| Returns for 3 years | 49.63 | 21.74 | 228% |
| Returns for 5 years | 39.10 | 23.83 | 164% |
| Returns for 10 years | 111.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers