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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$88.07
Change-$0.14 (-0.16%)
VolumeN/A
Net Assets37.61B
Principal MidCap Growth R5
Price$11.91
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets184.06M
FSMAX vs PHPPX Comparison Chart
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FSMAX vs. PHPPX commentary
Jun 03, 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 (184M). 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 : 15.18 vs. FSMAX (9.92). FSMAX return over 5 years is better than : 59.80 vs. PHPPX (24.19).
| 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 | -3.092 | -1.570 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 184M | 20,435% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 9.92 | 15.18 | 65% |
| Returns for 3 years | 31.86 | 26.57 | 120% |
| Returns for 5 years | 59.80 | 24.19 | 247% |
| Returns for 10 years | 65.75 | 53.10 | 124% |
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