Ad is loading...
FSMAX vs PCBIX
FSMAX vs PCBIX Comparison
Open Charts FSMAX vs PCBIX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Principal MidCap Institutional
Price$45.55
Change+$0.29 (+0.64%)
VolumeN/A
Net Assets29.35B
FSMAX vs PCBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. PCBIX commentary
Jan 19, 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 Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. PCBIX (29.3B). FSMAX pays higher dividends than PCBIX: FSMAX (1.10) vs PCBIX (0.03). FSMAX was incepted earlier than PCBIX: FSMAX (13 years) vs PCBIX (24 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. PCBIX (10.10). FSMAX (0) and PCBIX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 26.14 vs. PCBIX (19.86). FSMAX return over 5 years is better than : 48.39 vs. PCBIX (41.12).
| FSMAX | PCBIX | FSMAX / PCBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 3.994 | 2.199 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 29.3B | 139% |
| Annual Yield % from dividends | 1.10 | 0.03 | 3,380% |
| Returns for 1 year | 26.14 | 19.86 | 132% |
| Returns for 3 years | 21.40 | 20.26 | 106% |
| Returns for 5 years | 48.39 | 41.12 | 118% |
| Returns for 10 years | 90.18 | 115.20 | 78% |
View a ticker or compare two or three
VS
VS
Ad is loading...