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FSMDX vs PMFJX
FSMDX vs PMFJX Comparison
Open Charts FSMDX vs PMFJX
Fidelity Mid Cap Index
Price$35.47
Change-$0.49 (-1.36%)
VolumeN/A
Net Assets43.39B
Principal MidCap S&P 400 Index J
Price$20.92
Change-$0.32 (-1.51%)
VolumeN/A
Net Assets1.19B
FSMDX vs PMFJX Comparison Chart in %
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FSMDX vs. PMFJX commentary
Aug 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 Hold and PMFJX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. PMFJX (1.19B). FSMDX (1.29) and PMFJX (1.23) have matching dividends . FSMDX was incepted earlier than PMFJX: FSMDX (14 years) vs PMFJX (24 years). PMFJX (0.38) is less costly to investors than FSMDX (0.03). PMFJX is a more actively managed with annual turnover of: 19.90 vs. FSMDX (15.00). 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 : 10.81 vs. PMFJX (-8.47). FSMDX return over 5 years is better than : 67.37 vs. PMFJX (23.11).
| FSMDX | PMFJX | FSMDX / PMFJX | |
| Total Expense Ratio | 0.03 | 0.38 | 7% |
| Annual Report Gross Expense Ratio | 0.03 | 0.38 | 7% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 5.289 | 0.048 | 11,058% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 1.19B | 3,635% |
| Annual Yield % from dividends | 1.29 | 1.23 | 105% |
| Returns for 1 year | 10.81 | -8.47 | -128% |
| Returns for 3 years | 35.95 | 3.87 | 928% |
| Returns for 5 years | 67.37 | 23.11 | 291% |
| Returns for 10 years | 120.02 | 18.36 | 654% |
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