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FSMAX vs PCBIX
FSMAX vs PCBIX Comparison
Open Charts FSMAX vs PCBIX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
Principal MidCap Institutional
Price$46.72
Change-$0.33 (-0.70%)
VolumeN/A
Net Assets33.08B
FSMAX vs PCBIX Comparison Chart in %
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FSMAX vs. PCBIX commentary
Oct 08, 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: 41.4B vs. PCBIX (33.1B). FSMAX pays higher dividends than PCBIX: FSMAX (0.44) vs PCBIX (0.12). FSMAX was incepted earlier than PCBIX: FSMAX (14 years) vs PCBIX (25 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. FSMAX annual gain was more profitable for investors over the last year : 19.58 vs. PCBIX (4.50). FSMAX return over 5 years is better than : 53.17 vs. PCBIX (41.99).
| 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 | 25 years | - |
| Gain YTD | 13.072 | 5.564 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 33.1B | 125% |
| Annual Yield % from dividends | 0.44 | 0.12 | 364% |
| Returns for 1 year | 19.58 | 4.50 | 435% |
| Returns for 3 years | 70.02 | 55.79 | 125% |
| Returns for 5 years | 53.17 | 41.99 | 127% |
| Returns for 10 years | 107.23 | 114.29 | 94% |
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