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FSMDX vs PEDGX
FSMDX vs PEDGX Comparison
Open Charts FSMDX vs PEDGX
Fidelity Mid Cap Index
Price$34.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal Edge MidCap Institutional
Price$13.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSMDX vs PEDGX Comparison Chart
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FSMDX vs. PEDGX commentary
Sep 20, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. PEDGX (76.6M). 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 : 23.41 vs. PEDGX (16.58). FSMDX return over 5 years is better than : 56.67 vs. PEDGX (-8.51).
| 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 | 12.397 | 6.677 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 76.6M | 46,736% |
| Annual Yield % from dividends | 1.28 | 1.20 | 106% |
| Returns for 1 year | 23.41 | 16.58 | 141% |
| Returns for 3 years | 10.21 | -26.46 | -39% |
| Returns for 5 years | 56.67 | -8.51 | -666% |
| Returns for 10 years | 113.85 | N/A | - |
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