FMDGX
Price
$36.02
Change
+$0.20 (+0.56%)
Updated
Jul 16 closing price
Net Assets
2.86B
PMBPX
Price
$45.90
Change
+$0.37 (+0.81%)
Updated
Jul 16 closing price
Net Assets
31.8B
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FMDGX vs PMBPX

Header iconFMDGX vs PMBPX Comparison
Open Charts FMDGX vs PMBPXBanner chart's image
Fidelity Mid Cap Growth Index
Price$36.02
Change+$0.20 (+0.56%)
VolumeN/A
Net Assets2.86B
Principal MidCap R5
Price$45.90
Change+$0.37 (+0.81%)
VolumeN/A
Net Assets31.8B
FMDGX vs PMBPX Comparison Chart in %
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FMDGX vs. PMBPX commentary
Jul 17, 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 FMDGX is a StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. FMDGX (2.86B). FMDGX pays higher dividends than PMBPX: FMDGX (0.42) vs PMBPX (0.01). FMDGX was incepted earlier than PMBPX: FMDGX (6 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than FMDGX (0.05). FMDGX is a more actively managed with annual turnover of: 54.00 vs. PMBPX (10.50). FMDGX (0) and PMBPX (0) have matching initial minimum investment requirements. FMDGX annual gain was more profitable for investors over the last year : 20.00 vs. PMBPX (7.64). FMDGX return over 5 years is better than : 62.43 vs. PMBPX (51.07).
FMDGXPMBPXFMDGX / PMBPX
Total Expense Ratio0.050.836%
Annual Report Gross Expense Ratio0.050.836%
Fund Existence6 years25 years-
Gain YTD8.9424.763188%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.86B31.8B9%
Annual Yield % from dividends0.420.015,572%
Returns for 1 year20.007.64262%
Returns for 3 years73.3148.51151%
Returns for 5 years62.4351.07122%
Returns for 10 yearsN/A96.92-
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