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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$84.65
Change+$1.43 (+1.72%)
VolumeN/A
Net Assets36.55B
Principal MidCap Growth R5
Price$10.96
Change+$0.20 (+1.86%)
VolumeN/A
Net Assets167.53M
FSMAX vs PHPPX Comparison Chart
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FSMAX vs. PHPPX commentary
Apr 03, 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 PHPPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. PHPPX (168M). FSMAX pays higher dividends than PHPPX: FSMAX (0.53) vs PHPPX (0.00). FSMAX was incepted earlier than PHPPX: FSMAX (14 years) vs PHPPX (24 years). PHPPX (0.93) is less costly to investors than FSMAX (0.04). PHPPX is a more actively managed with annual turnover of: 149.50 vs. FSMAX (9.00). FSMAX (0) and PHPPX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 2.49 vs. PHPPX (0.94). FSMAX return over 5 years is better than : 102.79 vs. PHPPX (55.94).
| FSMAX | PHPPX | FSMAX / PHPPX | |
| Total Expense Ratio | 0.04 | 0.93 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.93 | 4% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -8.429 | -11.074 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 168M | 21,726% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 2.49 | 0.94 | 266% |
| Returns for 3 years | 7.51 | -4.86 | -154% |
| Returns for 5 years | 102.79 | 55.94 | 184% |
| Returns for 10 years | 55.37 | 39.57 | 140% |
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