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Compare predictions FSMAX vs PMFPX
FSMAX vs PMFPX Comparison
Open Charts FSMAX vs PMFPX
Fidelity® Extended Market Index
Price$73.68
Change+$0.42 (+0.57%)
VolumeN/A
CapitalizationN/A
Principal MidCap S&P 400 Index R5
Price$22.46
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSMAX vs PMFPX Comparison Chart
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FSMAX vs. PMFPX commentary
Dec 05, 2023
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 PMFPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 32.9B vs. PMFPX (1.36B). FSMAX pays higher dividends than PMFPX: FSMAX (1.30) vs PMFPX (1.01). FSMAX was incepted earlier than PMFPX: FSMAX (12 years) vs PMFPX (23 years). PMFPX (0.42) is less costly to investors than FSMAX (0.04). PMFPX is a more actively managed with annual turnover of: 20.90 vs. FSMAX (18.00). FSMAX (0) and PMFPX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 9.08 vs. PMFPX (-2.29). FSMAX return over 5 years is better than : 25.95 vs. PMFPX (10.90).
| FSMAX | PMFPX | FSMAX / PMFPX | |
| Total Expense Ratio | 0.04 | 0.42 | 8% |
| Annual Report Gross Expense Ratio | 0.04 | 0.42 | 8% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 17.067 | 9.294 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9B | 1.36B | 2,423% |
| Annual Yield % from dividends | 1.30 | 1.01 | 129% |
| Returns for 1 year | 9.08 | -2.29 | -397% |
| Returns for 3 years | -6.08 | 0.45 | -1,361% |
| Returns for 5 years | 25.95 | 10.90 | 238% |
| Returns for 10 years | 51.98 | 27.94 | 186% |