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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Principal MidCap S&P 400 Index R3
Price$25.56
Change-$1.02 (-3.84%)
VolumeN/A
CapitalizationN/A
FSMDX vs PMFMX Comparison Chart
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FSMDX vs. PMFMX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. PMFMX (1.33B). 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 : 20.70 vs. PMFMX (14.51). FSMDX return over 5 years is better than : 57.26 vs. PMFMX (31.27).
| 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 | 19.211 | 17.196 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.33B | 2,989% |
| Annual Yield % from dividends | 1.28 | 0.71 | 179% |
| Returns for 1 year | 20.70 | 14.51 | 143% |
| Returns for 3 years | 19.14 | 3.84 | 498% |
| Returns for 5 years | 57.26 | 31.27 | 183% |
| Returns for 10 years | 122.53 | 43.81 | 280% |