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FSMAX vs PMFMX
FSMAX vs PMFMX Comparison
Open Charts FSMAX vs PMFMX
Fidelity Extended Market Index
Price$89.81
Change-$0.04 (-0.04%)
VolumeN/A
CapitalizationN/A
Principal MidCap S&P 400 Index R3
Price$26.22
Change+$0.04 (+0.15%)
VolumeN/A
CapitalizationN/A
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FSMAX vs PMFMX Comparison Chart
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FSMAX vs. PMFMX commentary
Oct 18, 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 Buy and PMFMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.8B vs. PMFMX (1.32B). FSMAX pays higher dividends than PMFMX: FSMAX (1.10) vs PMFMX (0.71). FSMAX was incepted earlier than PMFMX: FSMAX (13 years) vs PMFMX (24 years). PMFMX is a more actively managed with annual turnover of: 20.40 vs. FSMAX (18.00). FSMAX (0) and PMFMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 32.48 vs. PMFMX (25.26). FSMAX return over 5 years is better than : 53.38 vs. PMFMX (32.15).
| FSMAX | PMFMX | FSMAX / PMFMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 15.104 | 15.432 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8B | 1.32B | 3,174% |
| Annual Yield % from dividends | 1.10 | 0.71 | 154% |
| Returns for 1 year | 32.48 | 25.26 | 129% |
| Returns for 3 years | 1.89 | 1.65 | 114% |
| Returns for 5 years | 53.38 | 32.15 | 166% |
| Returns for 10 years | 90.95 | 48.55 | 187% |
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