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FSMDX vs PMFPX
FSMDX vs PMFPX Comparison
Open Charts FSMDX vs PMFPX
Fidelity Mid Cap Index
Price$37.45
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets45.37B
Principal MidCap S&P 400 Index R5
Price$24.60
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets1.24B
FSMDX vs PMFPX Comparison Chart in %
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FSMDX vs. PMFPX commentary
Oct 26, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. PMFPX (1.24B). FSMDX pays higher dividends than PMFPX: FSMDX (1.25) vs PMFPX (1.08). 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 : 9.95 vs. PMFPX (-4.69). FSMDX return over 5 years is better than : 63.28 vs. PMFPX (24.23).
| 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 | 11.166 | 6.586 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 1.24B | 3,676% |
| Annual Yield % from dividends | 1.25 | 1.08 | 115% |
| Returns for 1 year | 9.95 | -4.69 | -212% |
| Returns for 3 years | 51.92 | 17.07 | 304% |
| Returns for 5 years | 63.28 | 24.23 | 261% |
| Returns for 10 years | 141.12 | 38.14 | 370% |
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