FSMAX
Price
$100.81
Change
+$0.24 (+0.24%)
Updated
Sep 15 closing price
Net Assets
41.05B
PMBMX
Price
$43.74
Change
-$0.07 (-0.16%)
Updated
Sep 15 closing price
Net Assets
33.25B
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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$100.81
Change+$0.24 (+0.24%)
VolumeN/A
Net Assets41.05B
Principal MidCap R3
Price$43.74
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets33.25B
FSMAX vs PMBMX Comparison Chart in %
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FSMAX vs. PMBMX commentary
Sep 17, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B 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 : 19.24 vs. PMBMX (7.01). FSMAX return over 5 years is better than : 58.35 vs. PMBMX (42.97).
FSMAXPMBMXFSMAX / PMBMX
Total Expense Ratio0.041.143%
Annual Report Gross Expense Ratio0.041.143%
Fund Existence14 years25 years-
Gain YTD10.6627.246147%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets41B33.2B123%
Annual Yield % from dividends0.440.022,112%
Returns for 1 year19.247.01275%
Returns for 3 years56.9046.60122%
Returns for 5 years58.3542.97136%
Returns for 10 years102.81105.1598%
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