Ad is loading...
FSMAX vs PCBIX
FSMAX vs PCBIX Comparison
Open Charts FSMAX vs PCBIX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Principal MidCap Institutional
Price$45.43
Change+$0.37 (+0.82%)
VolumeN/A
Net Assets30.17B
FSMAX vs PCBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. PCBIX commentary
May 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 FSMAX is a StrongBuy and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. PCBIX (30.2B). FSMAX pays higher dividends than PCBIX: FSMAX (0.54) vs PCBIX (0.13). FSMAX was incepted earlier than PCBIX: FSMAX (14 years) vs PCBIX (24 years). PCBIX (0.67) is less costly to investors than FSMAX (0.04). PCBIX is a more actively managed with annual turnover of: 10.50 vs. FSMAX (9.00). FSMAX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.24 vs. FSMAX (3.90). PCBIX return over 5 years is better than : 66.67 vs. FSMAX (60.52).
| FSMAX | PCBIX | FSMAX / PCBIX | |
| Total Expense Ratio | 0.04 | 0.67 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.67 | 5% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -7.989 | 1.099 | -727% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 30.2B | 119% |
| Annual Yield % from dividends | 0.54 | 0.13 | 420% |
| Returns for 1 year | 3.90 | 9.24 | 42% |
| Returns for 3 years | 32.38 | 42.38 | 76% |
| Returns for 5 years | 60.52 | 66.67 | 91% |
| Returns for 10 years | 59.20 | 95.56 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers