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FSMAX vs PCBIX
FSMAX vs PCBIX Comparison
Open Charts FSMAX vs PCBIX
Fidelity Extended Market Index
Price$95.75
Change-$1.12 (-1.16%)
VolumeN/A
CapitalizationN/A
Principal MidCap Institutional
Price$46.16
Change-$0.49 (-1.05%)
VolumeN/A
CapitalizationN/A
FSMAX vs PCBIX Comparison Chart
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FSMAX vs. PCBIX commentary
Dec 19, 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 Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. PCBIX (29.7B). 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 : 24.85 vs. PCBIX (21.68). FSMAX return over 5 years is better than : 54.67 vs. PCBIX (50.10).
| 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 | 22.662 | 20.522 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 29.7B | 150% |
| Annual Yield % from dividends | 1.10 | 0.03 | 3,380% |
| Returns for 1 year | 24.85 | 21.68 | 115% |
| Returns for 3 years | 15.90 | 15.13 | 105% |
| Returns for 5 years | 54.67 | 50.10 | 109% |
| Returns for 10 years | 88.57 | 112.84 | 78% |
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