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FSMAX vs PMFPX
FSMAX vs PMFPX Comparison
Open Charts FSMAX vs PMFPX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Principal MidCap S&P 400 Index R5
Price$21.88
Change+$0.27 (+1.25%)
VolumeN/A
Net Assets1.18B
FSMAX vs PMFPX Comparison Chart
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FSMAX vs. PMFPX commentary
May 09, 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 PMFPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. PMFPX (1.18B). PMFPX pays higher dividends than FSMAX: PMFPX (1.23) vs FSMAX (0.54). FSMAX was incepted earlier than PMFPX: FSMAX (14 years) vs PMFPX (24 years). PMFPX (0.42) is less costly to investors than FSMAX (0.04). PMFPX is a more actively managed with annual turnover of: 19.90 vs. FSMAX (9.00). FSMAX (0) and PMFPX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. PMFPX (-11.78). FSMAX return over 5 years is better than : 60.52 vs. PMFPX (31.69).
| FSMAX | PMFPX | FSMAX / PMFPX | |
| Total Expense Ratio | 0.04 | 0.42 | 8% |
| Annual Report Gross Expense Ratio | 0.04 | 0.42 | 8% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -7.989 | -6.586 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 1.18B | 3,046% |
| Annual Yield % from dividends | 0.54 | 1.23 | 44% |
| Returns for 1 year | 3.90 | -11.78 | -33% |
| Returns for 3 years | 32.38 | -0.67 | -4,820% |
| Returns for 5 years | 60.52 | 31.69 | 191% |
| Returns for 10 years | 59.20 | 14.15 | 418% |
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