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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Principal MidCap Growth R5
Price$11.38
Change+$0.24 (+2.15%)
VolumeN/A
Net Assets172.85M
FSMAX vs PHPPX Comparison Chart
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FSMAX vs. PHPPX commentary
May 09, 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: 36B vs. PHPPX (173M). FSMAX pays higher dividends than PHPPX: FSMAX (0.54) 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. PHPPX annual gain was more profitable for investors over the last year : 8.47 vs. FSMAX (3.90). FSMAX return over 5 years is better than : 60.52 vs. PHPPX (24.33).
| 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 | -7.989 | -7.934 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 173M | 20,809% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 3.90 | 8.47 | 46% |
| Returns for 3 years | 32.38 | 25.31 | 128% |
| Returns for 5 years | 60.52 | 24.33 | 249% |
| Returns for 10 years | 59.20 | 46.20 | 128% |
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