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FSMDX vs PMFPX
FSMDX vs PMFPX Comparison
Open Charts FSMDX vs PMFPX
Fidelity Mid Cap Index
Price$35.80
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets43.39B
Principal MidCap S&P 400 Index R5
Price$23.30
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets1.21B
FSMDX vs PMFPX Comparison Chart in %
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FSMDX vs. PMFPX commentary
Aug 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 Hold and PMFPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. PMFPX (1.21B). FSMDX pays higher dividends than PMFPX: FSMDX (1.29) vs PMFPX (1.12). FSMDX was incepted earlier than PMFPX: FSMDX (14 years) vs PMFPX (25 years). PMFPX (0.42) is less costly to investors than FSMDX (0.03). PMFPX is a more actively managed with annual turnover of: 19.90 vs. FSMDX (15.00). FSMDX (0) and PMFPX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 15.95 vs. PMFPX (-2.04). FSMDX return over 5 years is better than : 65.88 vs. PMFPX (22.95).
| FSMDX | PMFPX | FSMDX / PMFPX | |
| Total Expense Ratio | 0.03 | 0.42 | 6% |
| Annual Report Gross Expense Ratio | 0.03 | 0.42 | 6% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 6.476 | 1.257 | 515% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 1.21B | 3,596% |
| Annual Yield % from dividends | 1.29 | 1.12 | 115% |
| Returns for 1 year | 15.95 | -2.04 | -784% |
| Returns for 3 years | 35.68 | 6.33 | 564% |
| Returns for 5 years | 65.88 | 22.95 | 287% |
| Returns for 10 years | 123.76 | 25.91 | 478% |
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