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FSMAX vs PGWIX
FSMAX vs PGWIX Comparison
Open Charts FSMAX vs PGWIX
Fidelity Extended Market Index
Price$89.89
Change+$1.19 (+1.34%)
VolumeN/A
Net Assets41.92B
Principal MidCap Growth Inst
Price$11.30
Change+$0.17 (+1.53%)
VolumeN/A
Net Assets182.22M
FSMAX vs PGWIX Comparison Chart
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FSMAX vs. PGWIX commentary
Mar 01, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. PGWIX (182M). 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 : 10.31 vs. PGWIX (8.16). FSMAX return over 5 years is better than : 56.59 vs. PGWIX (33.61).
| 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 | -2.399 | -4.872 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 182M | 23,022% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 10.31 | 8.16 | 126% |
| Returns for 3 years | 18.76 | 7.74 | 242% |
| Returns for 5 years | 56.59 | 33.61 | 168% |
| Returns for 10 years | 67.30 | 50.11 | 134% |