Tributary Small/Mid Cap Fund (FSMBX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FSMBX
FSMBX charges 0.90% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among FSMBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | FSMBX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | FSMBX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | FSMBX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | FSMBX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | FSMBX vs VEMPX |
Best Risk-Adjusted Alternatives to FSMBX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | FSMBX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | FSMBX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | FSMBX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | FSMBX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | FSMBX vs BIGTX |
Top Performing FSMBX Alternatives (YTD)
FSMBX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | FSMBX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | FSMBX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | FSMBX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | FSMBX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | FSMBX vs FTSIX |
Lowest Volatility Alternatives to FSMBX
FSMBX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | FSMBX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | FSMBX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | FSMBX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | FSMBX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | FSMBX vs GABVX |
Lowest Drawdown Alternatives to FSMBX
FSMBX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | FSMBX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | FSMBX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | FSMBX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | FSMBX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | FSMBX vs KMVAX |
Other Mutual Funds from Tributary Funds
Most popular Tributary Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Tributary Small Company Fund | Small Cap Blend Equities | 16 | 2.82% | Jun 10, 1996 | FSMBX vs FOSCX | |
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 67 | -0.75% | Dec 30, 2015 | FSMBX vs FONPX | |
| Tributary Balanced Fund | Diversified Portfolio | 38 | -4.23% | Aug 5, 1996 | FSMBX vs FOBAX | |
| Tributary Income Fund | Intermediate Core Bond | 50 | -0.46% | Mar 9, 2001 | FSMBX vs FOINX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 93 | -0.28% | Dec 14, 1992 | FSMBX vs FOSIX |
Often Compared With FSMBX
What investors most often compare with FSMBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | FSMBX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | FSMBX vs GTSGX |
Compare FSMBX with Any Fund or Stock
Compare FSMBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.