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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$90.43
Change+$0.76 (+0.85%)
VolumeN/A
Net Assets37.61B
Principal MidCap Growth R5
Price$12.25
Change+$0.15 (+1.24%)
VolumeN/A
Net Assets186.9M
FSMAX vs PHPPX Comparison Chart in %
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FSMAX vs. PHPPX commentary
Jun 24, 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 StrongBuy and PHPPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. PHPPX (187M). FSMAX pays higher dividends than PHPPX: FSMAX (0.50) vs PHPPX (0.00). FSMAX was incepted earlier than PHPPX: FSMAX (14 years) vs PHPPX (25 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. PHPPX annual gain was more profitable for investors over the last year : 15.90 vs. FSMAX (12.77). FSMAX return over 5 years is better than : 60.98 vs. PHPPX (23.22).
| 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 | 25 years | - |
| Gain YTD | -1.331 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 187M | 20,107% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 12.77 | 15.90 | 80% |
| Returns for 3 years | 41.56 | 32.39 | 128% |
| Returns for 5 years | 60.98 | 23.22 | 263% |
| Returns for 10 years | 67.40 | 52.22 | 129% |
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