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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$33.24
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets37.69B
Principal MidCap S&P 400 Index R3
Price$21.43
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.19B
FSMDX vs PMFMX Comparison Chart
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FSMDX vs. PMFMX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. PMFMX (1.2B). FSMDX pays higher dividends than PMFMX: FSMDX (1.21) vs PMFMX (0.90). FSMDX was incepted earlier than PMFMX: FSMDX (14 years) vs PMFMX (24 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 (8.00). FSMDX (0) and PMFMX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 5.68 vs. PMFMX (-11.64). FSMDX return over 5 years is better than : 77.76 vs. PMFMX (31.11).
| 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 | 24 years | - |
| Gain YTD | -1.569 | -5.386 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 1.2B | 3,155% |
| Annual Yield % from dividends | 1.21 | 0.90 | 135% |
| Returns for 1 year | 5.68 | -11.64 | -49% |
| Returns for 3 years | 30.91 | 3.47 | 890% |
| Returns for 5 years | 77.76 | 31.11 | 250% |
| Returns for 10 years | 101.84 | 11.74 | 867% |
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