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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$93.17
Change+$0.40 (+0.43%)
VolumeN/A
CapitalizationN/A
Principal MidCap Growth R5
Price$12.51
Change+$0.10 (+0.81%)
VolumeN/A
CapitalizationN/A
FSMAX vs PHPPX Comparison Chart
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FSMAX vs. PHPPX commentary
Jan 07, 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 Buy and PHPPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. PHPPX (221M). 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. PHPPX annual gain was more profitable for investors over the last year : 31.32 vs. FSMAX (24.22). FSMAX return over 5 years is better than : 49.77 vs. PHPPX (36.82).
| 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 | 2.520 | 2.562 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 221M | 18,462% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 24.22 | 31.32 | 77% |
| Returns for 3 years | 15.00 | -1.43 | -1,049% |
| Returns for 5 years | 49.77 | 36.82 | 135% |
| Returns for 10 years | 85.32 | 80.10 | 107% |