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FSMDX vs PMFPX
FSMDX vs PMFPX Comparison
Open Charts FSMDX vs PMFPX
Fidelity Mid Cap Index
Price$32.15
Change-$0.25 (-0.77%)
VolumeN/A
Net Assets38.34B
Principal MidCap S&P 400 Index R5
Price$21.54
Change-$0.10 (-0.46%)
VolumeN/A
Net Assets1.19B
FSMDX vs PMFPX Comparison Chart
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FSMDX vs. PMFPX commentary
Mar 12, 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 PMFPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.3B vs. PMFPX (1.2B). FSMDX (1.14) and PMFPX (1.14) have matching dividends . FSMDX was incepted earlier than PMFPX: FSMDX (14 years) vs PMFPX (24 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 (8.00). FSMDX (0) and PMFPX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 3.76 vs. PMFPX (-10.18). FSMDX return over 5 years is better than : 101.24 vs. PMFPX (55.70).
| 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 | 24 years | - |
| Gain YTD | -4.057 | -6.239 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3B | 1.2B | 3,205% |
| Annual Yield % from dividends | 1.14 | 1.14 | 100% |
| Returns for 1 year | 3.76 | -10.18 | -37% |
| Returns for 3 years | 19.95 | -3.64 | -548% |
| Returns for 5 years | 101.24 | 55.70 | 182% |
| Returns for 10 years | 99.49 | 16.82 | 592% |
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