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FSMAX vs PGWIX
FSMAX vs PGWIX Comparison
Open Charts FSMAX vs PGWIX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Principal MidCap Growth Inst
Price$10.56
Change-$0.03 (-0.28%)
VolumeN/A
CapitalizationN/A
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FSMAX vs PGWIX Comparison Chart
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FSMAX vs. PGWIX 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 PGWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. PGWIX (216M). FSMAX pays higher dividends than PGWIX: FSMAX (1.10) vs PGWIX (0.00). FSMAX was incepted earlier than PGWIX: FSMAX (13 years) vs PGWIX (24 years). PGWIX is a more actively managed with annual turnover of: 181.40 vs. FSMAX (18.00). FSMAX (0) and PGWIX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 27.16 vs. PGWIX (14.44). FSMAX return over 5 years is better than : 46.92 vs. PGWIX (19.31).
| FSMAX | PGWIX | FSMAX / PGWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 11.991 | 8.691 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 216M | 19,398% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 27.16 | 14.44 | 188% |
| Returns for 3 years | 2.63 | -27.77 | -9% |
| Returns for 5 years | 46.92 | 19.31 | 243% |
| Returns for 10 years | 76.39 | 23.99 | 318% |
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