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FSMAX vs PGWIX
FSMAX vs PGWIX Comparison
Open Charts FSMAX vs PGWIX
Fidelity Extended Market Index
Price$94.47
Change+$0.80 (+0.85%)
VolumeN/A
Net Assets39.17B
Principal MidCap Growth Inst
Price$12.44
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets195.42M
FSMAX vs PGWIX Comparison Chart in %
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FSMAX vs. PGWIX commentary
Jul 18, 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 PGWIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. PGWIX (195M). FSMAX pays higher dividends than PGWIX: FSMAX (0.47) vs PGWIX (0.00). FSMAX was incepted earlier than PGWIX: FSMAX (14 years) vs PGWIX (24 years). PGWIX (0.78) is less costly to investors than FSMAX (0.04). PGWIX is a more actively managed with annual turnover of: 149.50 vs. FSMAX (9.00). FSMAX (0) and PGWIX (0) have matching initial minimum investment requirements. PGWIX annual gain was more profitable for investors over the last year : 19.06 vs. FSMAX (8.54). FSMAX return over 5 years is better than : 56.52 vs. PGWIX (22.23).
| FSMAX | PGWIX | FSMAX / PGWIX | |
| Total Expense Ratio | 0.04 | 0.75 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.78 | 4% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.070 | 5.726 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 195M | 20,103% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 8.54 | 19.06 | 45% |
| Returns for 3 years | 51.26 | 42.35 | 121% |
| Returns for 5 years | 56.52 | 22.23 | 254% |
| Returns for 10 years | 76.23 | 58.93 | 129% |
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