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FSMDX vs PMFPX
FSMDX vs PMFPX Comparison
Open Charts FSMDX vs PMFPX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Principal MidCap S&P 400 Index R5
Price$26.06
Change-$1.04 (-3.84%)
VolumeN/A
CapitalizationN/A
FSMDX vs PMFPX Comparison Chart
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FSMDX vs. PMFPX commentary
Dec 19, 2024
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: 39.6B vs. PMFPX (1.33B). 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 : 20.70 vs. PMFPX (16.32). FSMDX return over 5 years is better than : 57.26 vs. PMFPX (34.10).
| 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 | 19.211 | 17.520 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.33B | 2,989% |
| Annual Yield % from dividends | 1.28 | 0.95 | 135% |
| Returns for 1 year | 20.70 | 16.32 | 127% |
| Returns for 3 years | 19.14 | 4.76 | 402% |
| Returns for 5 years | 57.26 | 34.10 | 168% |
| Returns for 10 years | 122.53 | 48.97 | 250% |