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FSMDX vs PEDGX
FSMDX vs PEDGX Comparison
Open Charts FSMDX vs PEDGX
Principal Edge MidCap Institutional
Price$12.70
Change-$0.19 (-1.47%)
VolumeN/A
Net Assets58.17M
FSMDX vs PEDGX Comparison Chart
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FSMDX vs. PEDGX commentary
Jun 14, 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: 40.4B vs. PEDGX (58.2M). FSMDX pays higher dividends than PEDGX: FSMDX (1.14) vs PEDGX (0.91). 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 : 11.45 vs. PEDGX (4.24). FSMDX return over 5 years is better than : 75.56 vs. PEDGX (-0.93).
| 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 | 2.724 | 1.257 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 58.2M | 69,416% |
| Annual Yield % from dividends | 1.14 | 0.91 | 125% |
| Returns for 1 year | 11.45 | 4.24 | 270% |
| Returns for 3 years | 43.91 | 13.78 | 319% |
| Returns for 5 years | 75.56 | -0.93 | -8,085% |
| Returns for 10 years | 111.33 | N/A | - |
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