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FSMAX vs PCBIX
FSMAX vs PCBIX Comparison
Open Charts FSMAX vs PCBIX
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
Principal MidCap Institutional
Price$47.21
Change-$0.67 (-1.40%)
VolumeN/A
CapitalizationN/A
FSMAX vs PCBIX Comparison Chart
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FSMAX vs. PCBIX commentary
Nov 18, 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 StrongSell and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B 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 : 35.21 vs. PCBIX (29.32). FSMAX (51.19) and PCBIX (50.73) have equivalent 5 years return.
| 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 | 18.499 | 23.264 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 29.3B | 137% |
| Annual Yield % from dividends | 1.10 | 0.03 | 3,380% |
| Returns for 1 year | 35.21 | 29.32 | 120% |
| Returns for 3 years | -0.08 | 3.71 | -2% |
| Returns for 5 years | 51.19 | 50.73 | 101% |
| Returns for 10 years | 81.58 | 111.33 | 73% |
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