FSMAX
Price
$103.15
Change
+$0.93 (+0.91%)
Updated
Oct 24 closing price
Net Assets
41.44B
PMBMX
Price
$42.22
Change
+$0.02 (+0.05%)
Updated
Oct 24 closing price
Net Assets
32.32B
Interact to see
Advertisement

FSMAX vs PMBMX

Header iconFSMAX vs PMBMX Comparison
Open Charts FSMAX vs PMBMXBanner chart's image
Fidelity Extended Market Index
Price$103.15
Change+$0.93 (+0.91%)
VolumeN/A
Net Assets41.44B
Principal MidCap R3
Price$42.22
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets32.32B
FSMAX vs PMBMX Comparison Chart in %
View a ticker or compare two or three
VS
FSMAX vs. PMBMX commentary
Oct 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. PMBMX (32.3B). 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). FSMAX is a more actively managed with annual turnover of: 15.00 vs. PMBMX (10.50). FSMAX (0) and PMBMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 17.49 vs. PMBMX (-0.47). FSMAX return over 5 years is better than : 52.75 vs. PMBMX (35.26).
FSMAXPMBMXFSMAX / PMBMX
Total Expense Ratio0.041.143%
Annual Report Gross Expense Ratio0.041.143%
Fund Existence14 years25 years-
Gain YTD13.5013.354403%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets41.4B32.3B128%
Annual Yield % from dividends0.440.022,040%
Returns for 1 year17.49-0.47-3,704%
Returns for 3 years63.8046.28138%
Returns for 5 years52.7535.26150%
Returns for 10 years110.5694.79117%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
THTA15.120.07
+0.47%
SoFi Enhanced Yield ETF
EWX67.550.30
+0.45%
SPDR® S&P Emerging Markets Small Cap ETF
FIDI24.720.04
+0.16%
Fidelity International High Div ETF
XMAY34.40N/A
N/A
FT Vest US Eq Enh & Mod Buf ETF-May
SCHP27.08-0.02
-0.07%
Schwab US TIPS ETF™