FSMAX
Price
$100.81
Change
+$0.24 (+0.24%)
Updated
Sep 15 closing price
Net Assets
41.05B
PMBPX
Price
$46.64
Change
-$0.07 (-0.15%)
Updated
Sep 15 closing price
Net Assets
33.25B
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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$100.81
Change+$0.24 (+0.24%)
VolumeN/A
Net Assets41.05B
Principal MidCap R5
Price$46.64
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets33.25B
FSMAX vs PMBPX Comparison Chart in %
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FSMAX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. PMBPX (33.2B). FSMAX pays higher dividends than PMBPX: FSMAX (0.44) 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). PMBPX is a more actively managed with annual turnover of: 10.50 vs. FSMAX (9.00). FSMAX (0) and PMBPX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 19.24 vs. PMBPX (7.54). FSMAX return over 5 years is better than : 58.35 vs. PMBPX (46.53).
FSMAXPMBPXFSMAX / PMBPX
Total Expense Ratio0.040.834%
Annual Report Gross Expense Ratio0.040.834%
Fund Existence14 years25 years-
Gain YTD10.6627.478143%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets41B33.2B123%
Annual Yield % from dividends0.440.015,930%
Returns for 1 year19.247.54255%
Returns for 3 years56.9048.68117%
Returns for 5 years58.3546.53125%
Returns for 10 years102.81115.3689%
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