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DFSTX vs FSMBX
DFSTX vs FSMBX Comparison
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DFSTX vs FSMBX Comparison Chart in %
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DFSTX vs. FSMBX commentary
Aug 23, 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: 19.9B vs. FSMBX (16.1M). 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 : 26.64 vs. FSMBX (13.90). DFSTX return over 5 years is better than : 42.22 vs. FSMBX (27.63).
| 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 | 20.091 | 17.188 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 16.1M | 123,602% |
| Annual Yield % from dividends | 0.97 | 0.54 | 181% |
| Returns for 1 year | 26.64 | 13.90 | 192% |
| Returns for 3 years | 57.96 | 31.71 | 183% |
| Returns for 5 years | 42.22 | 27.63 | 153% |
| Returns for 10 years | 111.33 | N/A | - |
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