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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Principal MidCap S&P 400 Index R3
Price$22.52
Change-$0.55 (-2.38%)
VolumeN/A
Net Assets1.26B
FSMDX vs PMFMX Comparison Chart
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FSMDX vs. PMFMX commentary
Feb 23, 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 PMFMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. PMFMX (1.26B). FSMDX pays higher dividends than PMFMX: FSMDX (1.28) vs PMFMX (0.71). FSMDX was incepted earlier than PMFMX: FSMDX (13 years) vs PMFMX (24 years). PMFMX is a more actively managed with annual turnover of: 20.40 vs. FSMDX (9.00). FSMDX (0) and PMFMX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 12.97 vs. PMFMX (-2.40). FSMDX return over 5 years is better than : 51.19 vs. PMFMX (11.13).
| FSMDX | PMFMX | FSMDX / PMFMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 1.717 | -0.574 | -299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 1.26B | 3,061% |
| Annual Yield % from dividends | 1.28 | 0.71 | 179% |
| Returns for 1 year | 12.97 | -2.40 | -540% |
| Returns for 3 years | 24.51 | 0.27 | 9,087% |
| Returns for 5 years | 51.19 | 11.13 | 460% |
| Returns for 10 years | 107.43 | 17.37 | 619% |