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FSMDX vs PFPMX
FSMDX vs PFPMX Comparison
Open Charts FSMDX vs PFPMX
Fidelity Mid Cap Index
Price$33.15
Change+$0.41 (+1.25%)
VolumeN/A
Net Assets37.64B
Parnassus Mid Cap Institutional
Price$37.01
Change+$0.30 (+0.82%)
VolumeN/A
Net Assets2.55B
FSMDX vs PFPMX Comparison Chart
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FSMDX vs. PFPMX commentary
Apr 04, 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 PFPMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. PFPMX (2.55B). FSMDX pays higher dividends than PFPMX: FSMDX (1.20) vs PFPMX (0.42). FSMDX was incepted earlier than PFPMX: FSMDX (14 years) vs PFPMX (10 years). PFPMX (0.76) is less costly to investors than FSMDX (0.03). PFPMX is a more actively managed with annual turnover of: 43.55 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than PFPMX: FSMDX (0) vs PFPMX (100000). FSMDX annual gain was more profitable for investors over the last year : 3.64 vs. PFPMX (-7.65). FSMDX return over 5 years is better than : 116.15 vs. PFPMX (41.78).
| FSMDX | PFPMX | FSMDX / PFPMX | |
| Total Expense Ratio | 0.03 | 0.75 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.76 | 3% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -3.050 | -2.341 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 2.55B | 1,476% |
| Annual Yield % from dividends | 1.20 | 0.42 | 285% |
| Returns for 1 year | 3.64 | -7.65 | -48% |
| Returns for 3 years | 12.50 | -8.91 | -140% |
| Returns for 5 years | 116.15 | 41.78 | 278% |
| Returns for 10 years | 98.36 | N/A | - |
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