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FSMAX vs PMFMX
FSMAX vs PMFMX Comparison
Open Charts FSMAX vs PMFMX
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
Principal MidCap S&P 400 Index R3
Price$21.43
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.19B
FSMAX vs PMFMX Comparison Chart
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FSMAX vs. PMFMX commentary
May 11, 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 StrongBuy and PMFMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. PMFMX (1.2B). PMFMX pays higher dividends than FSMAX: PMFMX (0.90) vs FSMAX (0.54). FSMAX was incepted earlier than PMFMX: FSMAX (14 years) vs PMFMX (24 years). PMFMX (0.73) is less costly to investors than FSMAX (0.04). PMFMX is a more actively managed with annual turnover of: 19.90 vs. FSMAX (9.00). FSMAX (0) and PMFMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 4.85 vs. PMFMX (-11.64). FSMAX return over 5 years is better than : 63.38 vs. PMFMX (31.11).
| FSMAX | PMFMX | FSMAX / PMFMX | |
| Total Expense Ratio | 0.04 | 0.73 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.73 | 5% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -6.349 | -5.386 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 1.2B | 3,013% |
| Annual Yield % from dividends | 0.54 | 0.90 | 60% |
| Returns for 1 year | 4.85 | -11.64 | -42% |
| Returns for 3 years | 34.86 | 3.47 | 1,004% |
| Returns for 5 years | 63.38 | 31.11 | 204% |
| Returns for 10 years | 62.32 | 11.74 | 531% |
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