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FSMAX vs PPQJX
FSMAX vs PPQJX Comparison
Open Charts FSMAX vs PPQJX
Fidelity Extended Market Index
Price$74.62
Change-$4.12 (-5.23%)
VolumeN/A
Net Assets36.55B
Principal MidCap Growth III J
Price$2.91
Change-$0.19 (-6.13%)
VolumeN/A
Net Assets218.36M
FSMAX vs PPQJX Comparison Chart
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FSMAX vs. PPQJX commentary
Apr 06, 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 Hold and PPQJX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. PPQJX (218M). FSMAX pays higher dividends than PPQJX: FSMAX (0.53) vs PPQJX (0.00). FSMAX was incepted earlier than PPQJX: FSMAX (14 years) vs PPQJX (24 years). PPQJX (1.17) is less costly to investors than FSMAX (0.04). PPQJX is a more actively managed with annual turnover of: 54.70 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than PPQJX: FSMAX (0) vs PPQJX (1000). FSMAX annual gain was more profitable for investors over the last year : -2.42 vs. PPQJX (-60.31). FSMAX return over 5 years is better than : 91.88 vs. PPQJX (-55.01).
| FSMAX | PPQJX | FSMAX / PPQJX | |
| Total Expense Ratio | 0.04 | 1.15 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.17 | 3% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -13.358 | -12.181 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 218M | 16,743% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -2.42 | -60.31 | 4% |
| Returns for 3 years | 3.50 | -63.36 | -6% |
| Returns for 5 years | 91.88 | -55.01 | -167% |
| Returns for 10 years | 46.88 | -66.81 | -70% |
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