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FSMDX vs PFPMX
FSMDX vs PFPMX Comparison
Open Charts FSMDX vs PFPMX
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
Parnassus Mid Cap Institutional
Price$37.16
Change+$0.41 (+1.12%)
VolumeN/A
Net Assets2.46B
FSMDX vs PFPMX Comparison Chart
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FSMDX vs. PFPMX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. PFPMX (2.46B). FSMDX pays higher dividends than PFPMX: FSMDX (1.21) 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 : 5.24 vs. PFPMX (-4.04). FSMDX return over 5 years is better than : 75.46 vs. PFPMX (22.24).
| 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 | -2.843 | -2.235 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 2.46B | 1,535% |
| Annual Yield % from dividends | 1.21 | 0.42 | 286% |
| Returns for 1 year | 5.24 | -4.04 | -130% |
| Returns for 3 years | 29.17 | 2.47 | 1,183% |
| Returns for 5 years | 75.46 | 22.24 | 339% |
| Returns for 10 years | 98.68 | 41.12 | 240% |
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