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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$35.65
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets43.39B
Principal MidCap S&P 400 Index R3
Price$22.77
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.2B
FSMDX vs PMFMX Comparison Chart in %
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FSMDX vs. PMFMX commentary
Aug 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 PMFMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. PMFMX (1.2B). FSMDX pays higher dividends than PMFMX: FSMDX (1.29) vs PMFMX (0.82). FSMDX was incepted earlier than PMFMX: FSMDX (14 years) vs PMFMX (25 years). PMFMX (0.73) is less costly to investors than FSMDX (0.03). PMFMX is a more actively managed with annual turnover of: 19.90 vs. FSMDX (15.00). FSMDX (0) and PMFMX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 14.07 vs. PMFMX (-4.36). FSMDX return over 5 years is better than : 65.33 vs. PMFMX (20.12).
| FSMDX | PMFMX | FSMDX / PMFMX | |
| Total Expense Ratio | 0.03 | 0.73 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.73 | 3% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 6.120 | 0.574 | 1,066% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 1.2B | 3,617% |
| Annual Yield % from dividends | 1.29 | 0.82 | 157% |
| Returns for 1 year | 14.07 | -4.36 | -323% |
| Returns for 3 years | 35.77 | 4.96 | 721% |
| Returns for 5 years | 65.33 | 20.12 | 325% |
| Returns for 10 years | 121.75 | 20.00 | 609% |
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