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FSMAX vs PHASX
FSMAX vs PHASX Comparison
Open Charts FSMAX vs PHASX
Fidelity Extended Market Index
Price$87.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal MidCap Growth III R1
Price$7.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSMAX vs PHASX Comparison Chart
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FSMAX vs. PHASX commentary
Sep 20, 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 StrongBuy and PHASX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. PHASX (439M). FSMAX pays higher dividends than PHASX: FSMAX (1.10) vs PHASX (0.00). FSMAX was incepted earlier than PHASX: FSMAX (13 years) vs PHASX (20 years). PHASX is a more actively managed with annual turnover of: 49.40 vs. FSMAX (18.00). FSMAX (0) and PHASX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 23.73 vs. PHASX (0.41). FSMAX return over 5 years is better than : 44.02 vs. PHASX (-22.92).
| FSMAX | PHASX | FSMAX / PHASX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 9.775 | 1.509 | 648% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 439M | 9,544% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 23.73 | 0.41 | 5,830% |
| Returns for 3 years | -1.61 | -43.81 | 4% |
| Returns for 5 years | 44.02 | -22.92 | -192% |
| Returns for 10 years | 70.23 | -35.26 | -199% |
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