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FSMAX vs PMFMX
FSMAX vs PMFMX Comparison
Open Charts FSMAX vs PMFMX
Fidelity Extended Market Index
Price$92.35
Change+$0.18 (+0.20%)
VolumeN/A
Net Assets37.61B
Principal MidCap S&P 400 Index R3
Price$22.61
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets1.21B
FSMAX vs PMFMX Comparison Chart in %
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FSMAX vs. PMFMX commentary
Jun 30, 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: 37.6B vs. PMFMX (1.22B). PMFMX pays higher dividends than FSMAX: PMFMX (0.86) vs FSMAX (0.50). FSMAX was incepted earlier than PMFMX: FSMAX (14 years) vs PMFMX (25 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 : 15.55 vs. PMFMX (-4.59). FSMAX return over 5 years is better than : 66.96 vs. PMFMX (34.50).
| 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 | 25 years | - |
| Gain YTD | 1.618 | -0.177 | -916% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.22B | 3,095% |
| Annual Yield % from dividends | 0.50 | 0.86 | 58% |
| Returns for 1 year | 15.55 | -4.59 | -338% |
| Returns for 3 years | 48.97 | 12.81 | 382% |
| Returns for 5 years | 66.96 | 34.50 | 194% |
| Returns for 10 years | 75.60 | 18.64 | 406% |
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