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FSMDX vs PMFPX
FSMDX vs PMFPX Comparison
Open Charts FSMDX vs PMFPX
Principal MidCap S&P 400 Index R5
Price$22.47
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.21B
FSMDX vs PMFPX Comparison Chart
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FSMDX vs. PMFPX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. PMFPX (1.21B). PMFPX (1.17) and FSMDX (1.14) have matching dividends . 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 (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 : 11.62 vs. PMFPX (-6.26). FSMDX return over 5 years is better than : 63.46 vs. PMFPX (20.37).
| 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 | 2.102 | -2.470 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 1.21B | 3,328% |
| Annual Yield % from dividends | 1.14 | 1.17 | 98% |
| Returns for 1 year | 11.62 | -6.26 | -186% |
| Returns for 3 years | 28.97 | 1.92 | 1,511% |
| Returns for 5 years | 63.46 | 20.37 | 311% |
| Returns for 10 years | 110.05 | 18.44 | 597% |
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