Ad is loading...
FSMDX vs PEDGX
FSMDX vs PEDGX Comparison
Open Charts FSMDX vs PEDGX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Principal Edge MidCap Institutional
Price$13.19
Change-$0.49 (-3.58%)
VolumeN/A
CapitalizationN/A
FSMDX vs PEDGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. PEDGX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. PEDGX (76.1M). FSMDX pays higher dividends than PEDGX: FSMDX (1.28) vs PEDGX (1.20). FSMDX was incepted earlier than PEDGX: FSMDX (13 years) vs PEDGX (9 years). PEDGX is a more actively managed with annual turnover of: 11.30 vs. FSMDX (9.00). FSMDX (0) and PEDGX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 20.70 vs. PEDGX (11.02). FSMDX return over 5 years is better than : 57.26 vs. PEDGX (-8.78).
| FSMDX | PEDGX | FSMDX / PEDGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 19.211 | 10.056 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 76.1M | 52,037% |
| Annual Yield % from dividends | 1.28 | 1.20 | 106% |
| Returns for 1 year | 20.70 | 11.02 | 188% |
| Returns for 3 years | 19.14 | -26.53 | -72% |
| Returns for 5 years | 57.26 | -8.78 | -652% |
| Returns for 10 years | 122.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DTEYX | 80.38 | -0.04 | -0.05% |
| BNY Mellon Technology Growth Y | |||
| MACGX | 15.86 | -0.05 | -0.31% |
| Morgan Stanley Inst Discovery A | |||
| ABCCX | 13.12 | -0.07 | -0.53% |
| American Beacon Balanced C | |||
| FBONX | 35.07 | -0.20 | -0.57% |
| American Funds American Balanced 529-F-3 | |||
| HRSRX | 76.05 | -0.85 | -1.11% |
| Hood River Small-Cap Growth Investor | |||