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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
Principal MidCap S&P 400 Index R3
Price$20.36
Change+$1.74 (+9.34%)
VolumeN/A
Net Assets1.12B
FSMDX vs PMFMX Comparison Chart
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FSMDX vs. PMFMX commentary
Apr 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: 37.6B vs. PMFMX (1.12B). FSMDX pays higher dividends than PMFMX: FSMDX (1.20) vs PMFMX (0.88). 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 : -9.80 vs. PMFMX (-23.45). FSMDX return over 5 years is better than : 61.73 vs. PMFMX (20.42).
| 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 | -15.013 | -17.792 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.12B | 3,360% |
| Annual Yield % from dividends | 1.20 | 0.88 | 136% |
| Returns for 1 year | -9.80 | -23.45 | 42% |
| Returns for 3 years | 0.43 | -17.89 | -2% |
| Returns for 5 years | 61.73 | 20.42 | 302% |
| Returns for 10 years | 71.81 | -4.17 | -1,722% |
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