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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Principal MidCap S&P 400 Index R3
Price$22.21
Change+$0.22 (+1.00%)
VolumeN/A
Net Assets1.21B
FSMDX vs PMFMX Comparison Chart
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FSMDX vs. PMFMX commentary
Jun 07, 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: 40.4B vs. PMFMX (1.21B). FSMDX pays higher dividends than PMFMX: FSMDX (1.14) vs PMFMX (0.86). 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 : 10.44 vs. PMFMX (-7.79). FSMDX return over 5 years is better than : 62.65 vs. PMFMX (17.76).
| 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 | 1.599 | -2.914 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 1.21B | 3,333% |
| Annual Yield % from dividends | 1.14 | 0.86 | 134% |
| Returns for 1 year | 10.44 | -7.79 | -134% |
| Returns for 3 years | 26.25 | -1.27 | -2,068% |
| Returns for 5 years | 62.65 | 17.76 | 353% |
| Returns for 10 years | 110.76 | 14.66 | 756% |
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