Tributary Small/Mid Cap Fund (FSMBX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSMBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSMBX
FSMBX charges 0.90% annually. There are 60 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | FSMBX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | FSMBX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FSMBX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | FSMBX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | FSMBX vs SWMCX |
Best Risk-Adjusted Alternatives to FSMBX
FSMBX has a PortfoliosLab risk / return rank of 13. There are 110 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | FSMBX vs PFSLX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | FSMBX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | FSMBX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 79 | — | Aug 2004 | FSMBX vs FIIMX | |
| Vanguard Strategic Equity Fund | 79 | 11.50B | Aug 1995 | FSMBX vs VSEQX |
Top Performing FSMBX Alternatives (YTD)
FSMBX is at 9.38% YTD. There are 99 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.66% | — | Jan 2005 | FSMBX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 34.60% | — | Aug 2015 | FSMBX vs FZFLX | |
| Hodges Fund | 29.12% | — | Oct 1992 | FSMBX vs HDPMX | |
| 13D Activist Fund | 26.16% | — | Dec 2011 | FSMBX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | FSMBX vs FZAMX |
Lowest Volatility Alternatives to FSMBX
FSMBX has 15.47% 1-year volatility. There are 54 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.83% | — | Dec 2002 | FSMBX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.82% | — | Jul 1999 | FSMBX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | FSMBX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | FSMBX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | FSMBX vs RSINX |
Lowest Drawdown Alternatives to FSMBX
FSMBX has a 1-year max drawdown of -10.79%. There are 93 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | FSMBX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | FSMBX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | FSMBX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | FSMBX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | FSMBX vs DNLDX |
Other Mutual Funds from Tributary Funds
The 5 most viewed Tributary Funds mutual funds shown here include FOSCX, FONPX, FOSIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tributary Small Company Fund | Small Cap Blend Equities | 45 | 24.35% | — | Jun 1996 | FSMBX vs FOSCX | |
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 68 | 1.03% | — | Dec 2015 | FSMBX vs FONPX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 57 | 0.39% | — | Dec 1992 | FSMBX vs FOSIX | |
| Tributary Income Fund | Intermediate Core Bond | 18 | 0.15% | — | Mar 2001 | FSMBX vs FOINX | |
| Tributary Balanced Fund | Diversified Portfolio | 32 | 1.67% | — | Aug 1996 | FSMBX vs FOBAX |
Often Compared With FSMBX
Investors most often compare FSMBX with MISIX, BIGTX, KMVAX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FSMBX with Any Fund or Stock
Compare FSMBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSMBX with funds that move differently
Tributary Small/Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSMBX.
Explore FSMBX Diversifiers