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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Principal MidCap Growth R5
Price$12.03
Change-$0.42 (-3.37%)
VolumeN/A
Net Assets189.53M
FSMAX vs PHPPX Comparison Chart
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FSMAX vs. PHPPX commentary
Feb 23, 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 PHPPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. PHPPX (190M). FSMAX pays higher dividends than PHPPX: FSMAX (1.10) vs PHPPX (0.00). FSMAX was incepted earlier than PHPPX: FSMAX (13 years) vs PHPPX (24 years). PHPPX is a more actively managed with annual turnover of: 181.40 vs. FSMAX (18.00). FSMAX (0) and PHPPX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.39 vs. PHPPX (14.25). FSMAX return over 5 years is better than : 41.45 vs. PHPPX (24.92).
| FSMAX | PHPPX | FSMAX / PHPPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 0.341 | -0.579 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 190M | 22,053% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 15.39 | 14.25 | 108% |
| Returns for 3 years | 24.35 | 13.71 | 178% |
| Returns for 5 years | 41.45 | 24.92 | 166% |
| Returns for 10 years | 72.15 | 58.30 | 124% |
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