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FSMDX vs PMFSX
FSMDX vs PMFSX Comparison
Open Charts FSMDX vs PMFSX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Principal MidCap S&P 400 Index R4
Price$25.61
Change-$0.17 (-0.66%)
VolumeN/A
CapitalizationN/A
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FSMDX vs PMFSX Comparison Chart
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FSMDX vs. PMFSX commentary
Sep 21, 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: 35.8B vs. PMFSX (1.31B). 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 : 27.48 vs. PMFSX (22.69). FSMDX return over 5 years is better than : 57.97 vs. PMFSX (29.15).
| 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 | 13.332 | 12.374 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 1.31B | 2,739% |
| Annual Yield % from dividends | 1.28 | 0.87 | 147% |
| Returns for 1 year | 27.48 | 22.69 | 121% |
| Returns for 3 years | 13.12 | 3.74 | 351% |
| Returns for 5 years | 57.97 | 29.15 | 199% |
| Returns for 10 years | 119.83 | 40.33 | 297% |