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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Principal MidCap Growth R5
Price$10.93
Change-$0.03 (-0.27%)
VolumeN/A
CapitalizationN/A
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FSMAX vs PHPPX Comparison Chart
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FSMAX vs. PHPPX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. PHPPX (216M). 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 : 28.78 vs. PHPPX (20.51). FSMAX return over 5 years is better than : 45.86 vs. PHPPX (21.58).
| 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 | 11.184 | 10.516 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 216M | 19,398% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 28.78 | 20.51 | 140% |
| Returns for 3 years | 1.47 | -25.24 | -6% |
| Returns for 5 years | 45.86 | 21.58 | 213% |
| Returns for 10 years | 76.52 | 29.68 | 258% |
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