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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$36.08
Change+$0.17 (+0.47%)
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 %
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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 : 15.57 vs. PMFMX (-2.10). FSMDX return over 5 years is better than : 77.78 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 | 6.595 | 2.472 | 267% |
| 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 | 15.57 | -2.10 | -740% |
| Returns for 3 years | 47.86 | 16.49 | 290% |
| Returns for 5 years | 77.78 | 33.89 | 229% |
| Returns for 10 years | 120.51 | 20.67 | 583% |
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