FSMAX
Price
$86.79
Change
-$0.63 (-0.72%)
Updated
Sep 20 closing price
PMBMX
Price
$41.73
Change
-$0.14 (-0.33%)
Updated
Sep 20 closing price
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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$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Principal MidCap R3
Price$41.73
Change-$0.14 (-0.33%)
VolumeN/A
CapitalizationN/A
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FSMAX vs PMBMX Comparison Chart
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VS
FSMAX vs. PMBMX 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 PMBMX is a Buy.

FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. PMBMX (27.7B). FSMAX pays higher dividends than PMBMX: FSMAX (1.10) vs PMBMX (0.00). FSMAX was incepted earlier than PMBMX: FSMAX (13 years) vs PMBMX (24 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. PMBMX (10.10). FSMAX (0) and PMBMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 28.78 vs. PMBMX (24.92). FSMAX return over 5 years is better than : 45.86 vs. PMBMX (41.37).
FSMAXPMBMXFSMAX / PMBMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence13 years24 years-
Gain YTD11.18416.64367%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets41.9B27.7B151%
Annual Yield % from dividends1.100.00-
Returns for 1 year28.7824.92116%
Returns for 3 years1.473.6240%
Returns for 5 years45.8641.37111%
Returns for 10 years76.5291.5984%
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