DFSTX
Price
$51.81
Change
+$0.45 (+0.88%)
Updated
Oct 8 closing price
Net Assets
17.01B
FSMCX
Price
$16.55
Change
+$0.17 (+1.04%)
Updated
Oct 8 closing price
Net Assets
29.9M
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DFSTX vs FSMCX

Header iconDFSTX vs FSMCX Comparison
Open Charts DFSTX vs FSMCXBanner chart's image
DFA US Small Cap I
Price$51.81
Change+$0.45 (+0.88%)
VolumeN/A
Net Assets17.01B
Tributary Small/Mid Cap Institutional
Price$16.55
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets29.9M
DFSTX vs FSMCX Comparison Chart in %
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DFSTX vs. FSMCX commentary
Oct 09, 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 FSMCX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. FSMCX (29.9M). DFSTX pays higher dividends than FSMCX: DFSTX (1.07) vs FSMCX (0.00). DFSTX was incepted earlier than FSMCX: DFSTX (34 years) vs FSMCX (6 years). FSMCX (5.50) is less costly to investors than DFSTX (0.28). FSMCX is a more actively managed with annual turnover of: 25.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than FSMCX: DFSTX (0) vs FSMCX (1000). DFSTX annual gain was more profitable for investors over the last year : 9.03 vs. FSMCX (-4.39). DFSTX return over 5 years is better than : 65.75 vs. FSMCX (57.32).
DFSTXFSMCXDFSTX / FSMCX
Total Expense Ratio0.270.9229%
Annual Report Gross Expense Ratio0.285.505%
Fund Existence34 years6 years-
Gain YTD6.810-2.761-247%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets17B29.9M56,856%
Annual Yield % from dividends1.070.00-
Returns for 1 year9.03-4.39-206%
Returns for 3 years41.6426.24159%
Returns for 5 years65.7557.32115%
Returns for 10 years76.54N/A-
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