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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$98.67
Change+$2.95 (+3.08%)
VolumeN/A
Net Assets39.63B
Principal MidCap Growth R5
Price$13.29
Change+$0.33 (+2.55%)
VolumeN/A
Net Assets197.1M
FSMAX vs PHPPX Comparison Chart in %
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FSMAX vs. PHPPX commentary
Aug 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 Hold and PHPPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. PHPPX (197M). FSMAX pays higher dividends than PHPPX: FSMAX (0.46) 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 : 28.53 vs. FSMAX (18.43). FSMAX return over 5 years is better than : 56.09 vs. PHPPX (19.73).
| 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 | 8.572 | 9.835 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 197M | 20,102% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.43 | 28.53 | 65% |
| Returns for 3 years | 45.64 | 36.17 | 126% |
| Returns for 5 years | 56.09 | 19.73 | 284% |
| Returns for 10 years | 109.78 | 86.13 | 127% |
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