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 Shares | 0.03% | 218.80B | May 1998 | FSMBX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | FSMBX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | FSMBX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FSMBX vs FSMAX |
Best Risk-Adjusted Alternatives to FSMBX
FSMBX has a PortfoliosLab risk / return rank of 11. There are 113 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | FSMBX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | FSMBX vs VSEQX | |
| Gotham Enhanced Return Fund | 84 | — | May 2013 | FSMBX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 81 | — | Mar 2006 | FSMBX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | FSMBX vs FZAMX |
Top Performing FSMBX Alternatives (YTD)
FSMBX is at 11.50% YTD. There are 98 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 39.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 39.46% | — | Jan 2005 | FSMBX vs PFSLX | |
| 13D Activist Fund | 31.30% | — | Dec 2011 | FSMBX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 29.91% | — | Aug 2015 | FSMBX vs FZFLX | |
| Hodges Fund | 26.73% | — | Oct 1992 | FSMBX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | FSMBX vs FZAMX |
Lowest Volatility Alternatives to FSMBX
FSMBX has 15.35% 1-year volatility. There are 52 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.68% | — | Dec 2002 | FSMBX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | FSMBX vs TLVAX | |
| Boston Trust Midcap Fund | 11.77% | — | — | FSMBX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.89% | — | Aug 2011 | FSMBX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | 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 | 41 | 24.35% | — | Jun 1996 | FSMBX vs FOSCX | |
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 69 | 0.93% | — | Dec 2015 | FSMBX vs FONPX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 72 | 0.60% | — | Dec 1992 | FSMBX vs FOSIX | |
| Tributary Balanced Fund | Diversified Portfolio | 39 | 4.03% | — | Aug 1996 | FSMBX vs FOBAX | |
| Tributary Income Fund | Intermediate Core Bond | 19 | -0.23% | — | Mar 2001 | FSMBX vs FOINX |
Often Compared With FSMBX
Investors most often compare FSMBX with BIGTX, MISIX, MASPX. These 18 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