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FSMAX vs PMGJX
FSMAX vs PMGJX Comparison
Open Charts FSMAX vs PMGJX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Principal MidCap Growth J
Price$7.28
Change+$0.15 (+2.10%)
VolumeN/A
Net Assets172.85M
FSMAX vs PMGJX Comparison Chart
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FSMAX vs. PMGJX 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 PMGJX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. PMGJX (173M). FSMAX pays higher dividends than PMGJX: FSMAX (0.54) vs PMGJX (0.00). FSMAX was incepted earlier than PMGJX: FSMAX (14 years) vs PMGJX (24 years). PMGJX (0.90) is less costly to investors than FSMAX (0.04). PMGJX is a more actively managed with annual turnover of: 149.50 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than PMGJX: FSMAX (0) vs PMGJX (1000). PMGJX annual gain was more profitable for investors over the last year : 7.12 vs. FSMAX (3.90). FSMAX return over 5 years is better than : 60.52 vs. PMGJX (9.61).
| FSMAX | PMGJX | FSMAX / PMGJX | |
| Total Expense Ratio | 0.04 | 0.90 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.90 | 4% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -7.989 | -8.656 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 173M | 20,809% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 3.90 | 7.12 | 55% |
| Returns for 3 years | 32.38 | 16.67 | 194% |
| Returns for 5 years | 60.52 | 9.61 | 630% |
| Returns for 10 years | 59.20 | 18.81 | 315% |