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FSMDX vs PFPMX
FSMDX vs PFPMX Comparison
Open Charts FSMDX vs PFPMX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
Parnassus Mid Cap Institutional
Price$41.18
Change-$0.23 (-0.56%)
VolumeN/A
CapitalizationN/A
FSMDX vs PFPMX Comparison Chart
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FSMDX vs. PFPMX commentary
Dec 18, 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 PFPMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. PFPMX (3.03B). FSMDX pays higher dividends than PFPMX: FSMDX (1.28) vs PFPMX (0.50). FSMDX was incepted earlier than PFPMX: FSMDX (13 years) vs PFPMX (10 years). PFPMX is a more actively managed with annual turnover of: 42.45 vs. FSMDX (9.00). 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 : 20.70 vs. PFPMX (11.71). FSMDX return over 5 years is better than : 57.26 vs. PFPMX (17.52).
| FSMDX | PFPMX | FSMDX / PFPMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 19.211 | 10.048 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 3.03B | 1,305% |
| Annual Yield % from dividends | 1.28 | 0.50 | 256% |
| Returns for 1 year | 20.70 | 11.71 | 177% |
| Returns for 3 years | 19.14 | -5.66 | -338% |
| Returns for 5 years | 57.26 | 17.52 | 327% |
| Returns for 10 years | 122.53 | N/A | - |