FSMAX
Price
$96.78
Change
+$0.13 (+0.13%)
Updated
Nov 18 closing price
Net Assets
41.46B
PMBPX
Price
$43.21
Change
-$0.01 (-0.02%)
Updated
Nov 18 closing price
Net Assets
30.87B
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FSMAX vs PMBPX

Header iconFSMAX vs PMBPX Comparison
Open Charts FSMAX vs PMBPXBanner chart's image
Fidelity Extended Market Index
Price$96.78
Change+$0.13 (+0.13%)
VolumeN/A
Net Assets41.46B
Principal MidCap R5
Price$43.21
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.87B
FSMAX vs PMBPX Comparison Chart in %
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FSMAX vs. PMBPX commentary
Nov 20, 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. PMBPX (30.9B). FSMAX pays higher dividends than PMBPX: FSMAX (0.43) vs PMBPX (0.01). FSMAX was incepted earlier than PMBPX: FSMAX (14 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. PMBPX (10.50). FSMAX (0) and PMBPX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 4.46 vs. PMBPX (-6.34). FSMAX return over 5 years is better than : 33.47 vs. PMBPX (25.69).
FSMAXPMBPXFSMAX / PMBPX
Total Expense Ratio0.040.834%
Annual Report Gross Expense Ratio0.040.834%
Fund Existence14 years25 years-
Gain YTD6.349-0.552-1,150%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets41.5B30.9B134%
Annual Yield % from dividends0.430.015,432%
Returns for 1 year4.46-6.34-70%
Returns for 3 years49.7132.91151%
Returns for 5 years33.4725.69130%
Returns for 10 years93.8392.99101%
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