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FSMDX vs PMFJX
FSMDX vs PMFJX Comparison
Open Charts FSMDX vs PMFJX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Principal MidCap S&P 400 Index J
Price$23.89
Change-$0.96 (-3.86%)
VolumeN/A
CapitalizationN/A
FSMDX vs PMFJX Comparison Chart
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FSMDX vs. PMFJX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B 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 : 20.70 vs. PMFJX (16.17). FSMDX return over 5 years is better than : 57.26 vs. PMFJX (31.99).
| 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 | 19.211 | 17.605 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.33B | 2,989% |
| Annual Yield % from dividends | 1.28 | 1.10 | 117% |
| Returns for 1 year | 20.70 | 16.17 | 128% |
| Returns for 3 years | 19.14 | 3.51 | 546% |
| Returns for 5 years | 57.26 | 31.99 | 179% |
| Returns for 10 years | 122.53 | 43.90 | 279% |