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FSMAX vs PHPPX
FSMAX vs PHPPX Comparison
Open Charts FSMAX vs PHPPX
Fidelity Extended Market Index
Price$100.81
Change+$0.24 (+0.24%)
VolumeN/A
Net Assets41.05B
Principal MidCap Growth R5
Price$13.28
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets194.73M
FSMAX vs PHPPX Comparison Chart in %
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FSMAX vs. PHPPX commentary
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. PHPPX (195M). FSMAX pays higher dividends than PHPPX: FSMAX (0.44) 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 : 25.66 vs. FSMAX (19.24). FSMAX return over 5 years is better than : 58.35 vs. PHPPX (19.78).
| 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 | 10.662 | 10.083 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 195M | 21,026% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 19.24 | 25.66 | 75% |
| Returns for 3 years | 56.90 | 42.61 | 134% |
| Returns for 5 years | 58.35 | 19.78 | 295% |
| Returns for 10 years | 102.81 | 75.04 | 137% |
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