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FSMDX vs PMFPX
FSMDX vs PMFPX Comparison
Open Charts FSMDX vs PMFPX
Fidelity Mid Cap Index
Price$30.83
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets37.64B
Principal MidCap S&P 400 Index R5
Price$20.35
Change+$0.16 (+0.79%)
VolumeN/A
Net Assets1.1B
FSMDX vs PMFPX Comparison Chart
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FSMDX vs. PMFPX commentary
Apr 19, 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: 37.6B vs. PMFPX (1.1B). PMFPX (1.20) and FSMDX (1.20) 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 : 2.40 vs. PMFPX (-12.45). FSMDX return over 5 years is better than : 72.10 vs. PMFPX (33.53).
| 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 | -8.706 | -11.828 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.1B | 3,434% |
| Annual Yield % from dividends | 1.20 | 1.20 | 100% |
| Returns for 1 year | 2.40 | -12.45 | -19% |
| Returns for 3 years | 8.88 | -11.31 | -78% |
| Returns for 5 years | 72.10 | 33.53 | 215% |
| Returns for 10 years | 85.36 | 7.08 | 1,206% |
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