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FSMAX vs PGWIX
FSMAX vs PGWIX Comparison
Open Charts FSMAX vs PGWIX
Fidelity Extended Market Index
Price$92.72
Change+$0.89 (+0.97%)
VolumeN/A
CapitalizationN/A
Principal MidCap Growth Inst
Price$12.05
Change+$0.10 (+0.84%)
VolumeN/A
CapitalizationN/A
FSMAX vs PGWIX Comparison Chart
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FSMAX vs. PGWIX commentary
Dec 25, 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 Hold and PGWIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. PGWIX (222M). 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. PGWIX annual gain was more profitable for investors over the last year : 25.00 vs. FSMAX (18.15). FSMAX return over 5 years is better than : 48.03 vs. PGWIX (37.04).
| 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 | 18.210 | 25.131 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 222M | 20,045% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 18.15 | 25.00 | 73% |
| Returns for 3 years | 8.44 | -3.00 | -281% |
| Returns for 5 years | 48.03 | 37.04 | 130% |
| Returns for 10 years | 79.31 | 72.78 | 109% |