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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$94.35
Change-$1.02 (-1.07%)
VolumeN/A
Net Assets39.17B
Principal MidCap Growth R5
Price$12.72
Change-$0.09 (-0.70%)
VolumeN/A
Net Assets194.52M
FSMAX vs PHPPX Comparison Chart in %
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FSMAX vs. PHPPX commentary
Jul 14, 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: 39.2B vs. PHPPX (195M). FSMAX pays higher dividends than PHPPX: FSMAX (0.47) 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 : 21.14 vs. FSMAX (14.64). FSMAX return over 5 years is better than : 61.12 vs. PHPPX (21.49).
| 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 | 3.818 | 5.124 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 195M | 20,103% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 14.64 | 21.14 | 69% |
| Returns for 3 years | 53.30 | 42.92 | 124% |
| Returns for 5 years | 61.12 | 21.49 | 284% |
| Returns for 10 years | 76.71 | 58.43 | 131% |