Interact to see
Advertisement
Advertisement
FSMDX vs PMFPX
FSMDX vs PMFPX Comparison
Open Charts FSMDX vs PMFPX
Fidelity Mid Cap Index
Price$35.78
Change-$0.30 (-0.83%)
VolumeN/A
Net Assets42.38B
Principal MidCap S&P 400 Index R5
Price$23.80
Change+$0.11 (+0.46%)
VolumeN/A
Net Assets1.24B
FSMDX vs PMFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. PMFPX commentary
Jul 12, 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: 42.4B vs. PMFPX (1.25B). FSMDX pays higher dividends than PMFPX: FSMDX (1.31) vs PMFPX (1.13). 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 : 14.30 vs. PMFPX (-1.55). FSMDX return over 5 years is better than : 78.62 vs. PMFPX (36.40).
| 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 | 7.099 | 2.643 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.25B | 3,406% |
| Annual Yield % from dividends | 1.31 | 1.13 | 116% |
| Returns for 1 year | 14.30 | -1.55 | -923% |
| Returns for 3 years | 49.45 | 17.72 | 279% |
| Returns for 5 years | 78.62 | 36.40 | 216% |
| Returns for 10 years | 120.70 | 25.37 | 476% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement