FMDGX
Price
$36.45
Change
+$0.49 (+1.36%)
Updated
Jul 3 closing price
Net Assets
2.86B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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FMDGX vs PMBMX

Header iconFMDGX vs PMBMX Comparison
Open Charts FMDGX vs PMBMXBanner chart's image
Fidelity Mid Cap Growth Index
Price$36.45
Change+$0.49 (+1.36%)
VolumeN/A
Net Assets2.86B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
FMDGX vs PMBMX Comparison Chart in %
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FMDGX vs. PMBMX commentary
Jul 07, 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 FMDGX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. FMDGX (2.86B). FMDGX pays higher dividends than PMBMX: FMDGX (0.42) vs PMBMX (0.02). FMDGX was incepted earlier than PMBMX: FMDGX (6 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than FMDGX (0.05). FMDGX is a more actively managed with annual turnover of: 54.00 vs. PMBMX (10.50). FMDGX (0) and PMBMX (0) have matching initial minimum investment requirements. FMDGX annual gain was more profitable for investors over the last year : 27.24 vs. PMBMX (14.80). FMDGX return over 5 years is better than : 69.94 vs. PMBMX (55.71).
FMDGXPMBMXFMDGX / PMBMX
Total Expense Ratio0.051.144%
Annual Report Gross Expense Ratio0.051.144%
Fund Existence6 years25 years-
Gain YTD10.8586.854158%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.86B32.3B9%
Annual Yield % from dividends0.420.021,986%
Returns for 1 year27.2414.80184%
Returns for 3 years78.2250.19156%
Returns for 5 years69.9455.71126%
Returns for 10 yearsN/A94.74-
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