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FSMAX vs PGWIX
FSMAX vs PGWIX Comparison
Open Charts FSMAX vs PGWIX
Fidelity Extended Market Index
Price$76.01
Change-$3.55 (-4.46%)
VolumeN/A
Net Assets36.55B
Principal MidCap Growth Inst
Price$9.63
Change-$0.43 (-4.27%)
VolumeN/A
Net Assets159.95M
FSMAX vs PGWIX Comparison Chart
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FSMAX vs. PGWIX commentary
Apr 11, 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 Buy and PGWIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. PGWIX (160M). FSMAX pays higher dividends than PGWIX: FSMAX (0.53) vs PGWIX (0.00). FSMAX was incepted earlier than PGWIX: FSMAX (14 years) vs PGWIX (24 years). PGWIX (0.79) 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. FSMAX annual gain was more profitable for investors over the last year : -1.02 vs. PGWIX (-1.95). FSMAX return over 5 years is better than : 67.38 vs. PGWIX (32.89).
| FSMAX | PGWIX | FSMAX / PGWIX | |
| Total Expense Ratio | 0.04 | 0.75 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.79 | 4% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -12.456 | -14.017 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 160M | 22,813% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -1.02 | -1.95 | 52% |
| Returns for 3 years | 8.74 | -4.01 | -218% |
| Returns for 5 years | 67.38 | 32.89 | 205% |
| Returns for 10 years | 49.16 | 33.52 | 147% |
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