FSMAX
Price
$102.37
Change
+$0.30 (+0.29%)
Updated
Oct 3 closing price
Net Assets
41.44B
PMBMX
Price
$43.08
Change
+$0.31 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
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FSMAX vs PMBMX

Header iconFSMAX vs PMBMX Comparison
Open Charts FSMAX vs PMBMXBanner chart's image
Fidelity Extended Market Index
Price$102.37
Change+$0.30 (+0.29%)
VolumeN/A
Net Assets41.44B
Principal MidCap R3
Price$43.08
Change+$0.31 (+0.72%)
VolumeN/A
Net Assets33.17B
FSMAX vs PMBMX Comparison Chart in %
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FSMAX vs. PMBMX commentary
Oct 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. PMBMX (33.2B). FSMAX pays higher dividends than PMBMX: FSMAX (0.44) vs PMBMX (0.02). FSMAX was incepted earlier than PMBMX: FSMAX (14 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than FSMAX (0.04). PMBMX is a more actively managed with annual turnover of: 10.50 vs. FSMAX (9.00). FSMAX (0) and PMBMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.11 vs. PMBMX (3.33). FSMAX return over 5 years is better than : 53.96 vs. PMBMX (41.93).
FSMAXPMBMXFSMAX / PMBMX
Total Expense Ratio0.041.143%
Annual Report Gross Expense Ratio0.041.143%
Fund Existence14 years25 years-
Gain YTD12.6435.459232%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets41.4B33.2B125%
Annual Yield % from dividends0.440.022,040%
Returns for 1 year18.113.33544%
Returns for 3 years69.3746.46149%
Returns for 5 years53.9641.93129%
Returns for 10 years106.44104.22102%
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