Interact to see
Advertisement
Advertisement
FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$35.91
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets42.38B
Principal MidCap S&P 400 Index R3
Price$23.32
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets1.24B
FSMDX vs PMFMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. PMFMX commentary
Jul 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: 42.4B vs. PMFMX (1.24B). FSMDX pays higher dividends than PMFMX: FSMDX (1.31) vs PMFMX (0.83). 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 (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 : 16.08 vs. PMFMX (-2.10). FSMDX return over 5 years is better than : 76.99 vs. PMFMX (33.89).
| 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 | 2.472 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.24B | 3,422% |
| Annual Yield % from dividends | 1.31 | 0.83 | 158% |
| Returns for 1 year | 16.08 | -2.10 | -765% |
| Returns for 3 years | 45.42 | 16.49 | 275% |
| Returns for 5 years | 76.99 | 33.89 | 227% |
| Returns for 10 years | 121.63 | 20.67 | 588% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement