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FSMDX vs PEDGX
FSMDX vs PEDGX Comparison
Open Charts FSMDX vs PEDGX
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
Principal Edge MidCap Institutional
Price$12.54
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets59.69M
FSMDX vs PEDGX Comparison Chart
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FSMDX vs. PEDGX commentary
May 23, 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 FSMDX is a Buy and PEDGX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. PEDGX (59.7M). FSMDX pays higher dividends than PEDGX: FSMDX (1.21) vs PEDGX (0.96). FSMDX was incepted earlier than PEDGX: FSMDX (14 years) vs PEDGX (10 years). PEDGX (0.86) is less costly to investors than FSMDX (0.03). PEDGX is a more actively managed with annual turnover of: 16.60 vs. FSMDX (8.00). FSMDX (0) and PEDGX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 6.86 vs. PEDGX (1.40). FSMDX return over 5 years is better than : 78.84 vs. PEDGX (4.34).
| FSMDX | PEDGX | FSMDX / PEDGX | |
| Total Expense Ratio | 0.03 | 0.77 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.86 | 3% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 0.118 | 1.493 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 59.7M | 63,149% |
| Annual Yield % from dividends | 1.21 | 0.96 | 126% |
| Returns for 1 year | 6.86 | 1.40 | 490% |
| Returns for 3 years | 31.52 | 7.37 | 428% |
| Returns for 5 years | 78.84 | 4.34 | 1,817% |
| Returns for 10 years | 102.29 | N/A | - |
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