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FSMDX vs PMFJX
FSMDX vs PMFJX Comparison
Open Charts FSMDX vs PMFJX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
Principal MidCap S&P 400 Index J
Price$24.59
Change-$0.27 (-1.09%)
VolumeN/A
CapitalizationN/A
FSMDX vs PMFJX Comparison Chart
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FSMDX vs. PMFJX commentary
Nov 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 PMFJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. PMFJX (1.33B). FSMDX pays higher dividends than PMFJX: FSMDX (1.28) vs PMFJX (1.10). FSMDX was incepted earlier than PMFJX: FSMDX (13 years) vs PMFJX (24 years). PMFJX is a more actively managed with annual turnover of: 20.40 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than PMFJX: FSMDX (0) vs PMFJX (1000). FSMDX annual gain was more profitable for investors over the last year : 31.21 vs. PMFJX (25.88). FSMDX return over 5 years is better than : 60.20 vs. PMFJX (28.14).
| FSMDX | PMFJX | FSMDX / PMFJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 18.509 | 16.375 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.33B | 2,738% |
| Annual Yield % from dividends | 1.28 | 1.10 | 117% |
| Returns for 1 year | 31.21 | 25.88 | 121% |
| Returns for 3 years | 9.29 | -3.91 | -238% |
| Returns for 5 years | 60.20 | 28.14 | 214% |
| Returns for 10 years | 121.13 | 37.23 | 325% |