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FSMDX vs PMFSX
FSMDX vs PMFSX Comparison
Open Charts FSMDX vs PMFSX
Fidelity Mid Cap Index
Price$36.81
Change+$0.41 (+1.13%)
VolumeN/A
CapitalizationN/A
Principal MidCap S&P 400 Index R4
Price$27.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FSMDX vs PMFSX Comparison Chart
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FSMDX vs. PMFSX commentary
Nov 23, 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 PMFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. PMFSX (1.36B). FSMDX pays higher dividends than PMFSX: FSMDX (1.28) vs PMFSX (0.87). FSMDX was incepted earlier than PMFSX: FSMDX (13 years) vs PMFSX (24 years). PMFSX is a more actively managed with annual turnover of: 20.40 vs. FSMDX (9.00). FSMDX (0) and PMFSX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 32.77 vs. PMFSX (27.29). FSMDX return over 5 years is better than : 64.70 vs. PMFSX (33.80).
| FSMDX | PMFSX | FSMDX / PMFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 21.582 | 19.131 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.36B | 2,673% |
| Annual Yield % from dividends | 1.28 | 0.87 | 147% |
| Returns for 1 year | 32.77 | 27.29 | 120% |
| Returns for 3 years | 14.74 | 0.54 | 2,732% |
| Returns for 5 years | 64.70 | 33.80 | 191% |
| Returns for 10 years | 124.19 | 41.83 | 297% |