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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$33.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal MidCap S&P 400 Index R3
Price$25.18
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
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FSMDX vs PMFMX Comparison Chart
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FSMDX vs. PMFMX commentary
Sep 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 PMFMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. PMFMX (1.28B). 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 : 23.24 vs. PMFMX (18.08). FSMDX return over 5 years is better than : 56.38 vs. PMFMX (26.25).
| 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 | 12.530 | 10.979 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 1.28B | 2,801% |
| Annual Yield % from dividends | 1.28 | 0.71 | 179% |
| Returns for 1 year | 23.24 | 18.08 | 129% |
| Returns for 3 years | 10.34 | 0.30 | 3,408% |
| Returns for 5 years | 56.38 | 26.25 | 215% |
| Returns for 10 years | 114.11 | 33.08 | 345% |
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