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FSMAX vs PGWIX
FSMAX vs PGWIX Comparison
Open Charts FSMAX vs PGWIX
Fidelity Extended Market Index
Price$97.47
Change+$1.63 (+1.70%)
VolumeN/A
CapitalizationN/A
Principal MidCap Growth Inst
Price$12.43
Change+$0.18 (+1.47%)
VolumeN/A
CapitalizationN/A
FSMAX vs PGWIX Comparison Chart
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FSMAX vs. PGWIX commentary
Nov 23, 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 Buy and PGWIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. PGWIX (238M). 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 : 40.44 vs. PGWIX (34.17). FSMAX return over 5 years is better than : 59.28 vs. PGWIX (39.20).
| 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 | 24.865 | 28.272 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 238M | 16,807% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 40.44 | 34.17 | 118% |
| Returns for 3 years | 10.11 | -18.87 | -54% |
| Returns for 5 years | 59.28 | 39.20 | 151% |
| Returns for 10 years | 88.82 | 44.61 | 199% |