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FSMAX vs PPQJX
FSMAX vs PPQJX Comparison
Open Charts FSMAX vs PPQJX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Principal MidCap Growth III J
Price$3.69
Change+$0.02 (+0.54%)
VolumeN/A
Net Assets270.8M
FSMAX vs PPQJX Comparison Chart
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FSMAX vs. PPQJX commentary
Jan 19, 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: 40.8B vs. PPQJX (271M). FSMAX pays higher dividends than PPQJX: FSMAX (1.10) vs PPQJX (0.00). FSMAX was incepted earlier than PPQJX: FSMAX (13 years) vs PPQJX (24 years). PPQJX is a more actively managed with annual turnover of: 49.40 vs. FSMAX (18.00). 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 : 26.14 vs. PPQJX (-50.27). FSMAX return over 5 years is better than : 48.39 vs. PPQJX (-61.08).
| FSMAX | PPQJX | FSMAX / PPQJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 3.994 | 4.533 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 271M | 15,055% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.14 | -50.27 | -52% |
| Returns for 3 years | 21.40 | -57.34 | -37% |
| Returns for 5 years | 48.39 | -61.08 | -79% |
| Returns for 10 years | 90.18 | -57.39 | -157% |