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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Principal MidCap S&P 400 Index R3
Price$23.52
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets1.32B
FSMDX vs PMFMX Comparison Chart
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FSMDX vs. PMFMX commentary
Jan 19, 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 Hold and PMFMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. PMFMX (1.32B). 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 : 21.14 vs. PMFMX (7.27). FSMDX return over 5 years is better than : 54.11 vs. PMFMX (15.51).
| 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 | 3.642 | 3.841 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 1.32B | 2,799% |
| Annual Yield % from dividends | 1.28 | 0.71 | 179% |
| Returns for 1 year | 21.14 | 7.27 | 291% |
| Returns for 3 years | 20.66 | -0.17 | -12,233% |
| Returns for 5 years | 54.11 | 15.51 | 349% |
| Returns for 10 years | 124.41 | 30.43 | 409% |
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