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FSMAX vs PGWIX
FSMAX vs PGWIX Comparison
Open Charts FSMAX vs PGWIX
Fidelity Extended Market Index
Price$94.39
Change-$0.28 (-0.30%)
VolumeN/A
Net Assets39.63B
Principal MidCap Growth Inst
Price$12.48
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets192.93M
FSMAX vs PGWIX Comparison Chart in %
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FSMAX vs. PGWIX commentary
Aug 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. PGWIX (193M). FSMAX pays higher dividends than PGWIX: FSMAX (0.46) vs PGWIX (0.00). FSMAX was incepted earlier than PGWIX: FSMAX (14 years) vs PGWIX (24 years). PGWIX (0.78) 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. PGWIX annual gain was more profitable for investors over the last year : 31.13 vs. FSMAX (18.08). FSMAX return over 5 years is better than : 50.24 vs. PGWIX (17.91).
| FSMAX | PGWIX | FSMAX / PGWIX | |
| Total Expense Ratio | 0.04 | 0.75 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.78 | 4% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 4.170 | 6.923 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 193M | 20,518% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.08 | 31.13 | 58% |
| Returns for 3 years | 32.43 | 27.65 | 117% |
| Returns for 5 years | 50.24 | 17.91 | 281% |
| Returns for 10 years | 82.21 | 63.24 | 130% |