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FSMDX vs PMFPX
FSMDX vs PMFPX Comparison
Open Charts FSMDX vs PMFPX
Fidelity Mid Cap Index
Price$35.49
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets37.02B
Principal MidCap S&P 400 Index R5
Price$24.17
Change+$0.27 (+1.13%)
VolumeN/A
Net Assets1.32B
FSMDX vs PMFPX Comparison Chart
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FSMDX vs. PMFPX commentary
Jan 31, 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 StrongBuy and PMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. PMFPX (1.32B). FSMDX pays higher dividends than PMFPX: FSMDX (1.28) vs PMFPX (0.95). FSMDX was incepted earlier than PMFPX: FSMDX (13 years) vs PMFPX (24 years). PMFPX is a more actively managed with annual turnover of: 20.40 vs. FSMDX (9.00). FSMDX (0) and PMFPX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 20.18 vs. PMFPX (6.87). FSMDX return over 5 years is better than : 60.07 vs. PMFPX (22.47).
| FSMDX | PMFPX | FSMDX / PMFPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 3.879 | 3.553 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 1.32B | 2,809% |
| Annual Yield % from dividends | 1.28 | 0.95 | 135% |
| Returns for 1 year | 20.18 | 6.87 | 294% |
| Returns for 3 years | 23.42 | 3.94 | 595% |
| Returns for 5 years | 60.07 | 22.47 | 267% |
| Returns for 10 years | 122.46 | 33.19 | 369% |