FSMAX
Price
$102.76
Change
+$0.39 (+0.38%)
Updated
Oct 6 closing price
Net Assets
41.44B
PMBPX
Price
$45.84
Change
-$0.13 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
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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$102.76
Change+$0.39 (+0.38%)
VolumeN/A
Net Assets41.44B
Principal MidCap R5
Price$45.84
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.17B
FSMAX vs PMBPX Comparison Chart in %
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FSMAX vs. PMBPX commentary
Oct 08, 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: 41.4B 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 : 18.11 vs. PMBPX (3.33). FSMAX return over 5 years is better than : 53.96 vs. PMBPX (42.47).
FSMAXPMBPXFSMAX / PMBPX
Total Expense Ratio0.040.834%
Annual Report Gross Expense Ratio0.040.834%
Fund Existence14 years25 years-
Gain YTD12.6435.775219%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets41.4B33.2B125%
Annual Yield % from dividends0.440.015,727%
Returns for 1 year18.113.33543%
Returns for 3 years69.3755.26126%
Returns for 5 years53.9642.47127%
Returns for 10 years106.44110.0297%
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