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FSMAX vs PCBIX
FSMAX vs PCBIX Comparison
Open Charts FSMAX vs PCBIX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Principal MidCap Institutional
Price$45.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSMAX vs PCBIX Comparison Chart
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FSMAX vs. PCBIX commentary
Sep 21, 2024
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: 41.9B vs. PCBIX (27.3B). 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. PCBIX annual gain was more profitable for investors over the last year : 25.79 vs. FSMAX (23.73). PCBIX return over 5 years is better than : 46.61 vs. FSMAX (44.02).
| 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 | 9.775 | 17.076 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 27.3B | 153% |
| Annual Yield % from dividends | 1.10 | 0.03 | 3,380% |
| Returns for 1 year | 23.73 | 25.79 | 92% |
| Returns for 3 years | -1.61 | 6.12 | -26% |
| Returns for 5 years | 44.02 | 46.61 | 94% |
| Returns for 10 years | 70.23 | 105.81 | 66% |
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