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FSMAX vs PCBIX
FSMAX vs PCBIX Comparison
Open Charts FSMAX vs PCBIX
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
Principal MidCap Institutional
Price$45.64
Change+$0.22 (+0.48%)
VolumeN/A
Net Assets31.76B
FSMAX vs PCBIX Comparison Chart in %
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FSMAX vs. PCBIX commentary
Oct 18, 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 FSMAX is a Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. PCBIX (31.8B). FSMAX pays higher dividends than PCBIX: FSMAX (0.44) vs PCBIX (0.12). FSMAX was incepted earlier than PCBIX: FSMAX (14 years) vs PCBIX (25 years). PCBIX (0.67) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. PCBIX (10.50). FSMAX (0) and PCBIX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 12.97 vs. PCBIX (-2.67). FSMAX return over 5 years is better than : 49.17 vs. PCBIX (37.65).
| FSMAX | PCBIX | FSMAX / PCBIX | |
| Total Expense Ratio | 0.04 | 0.67 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.67 | 5% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 11.103 | 2.401 | 462% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 31.8B | 130% |
| Annual Yield % from dividends | 0.44 | 0.12 | 364% |
| Returns for 1 year | 12.97 | -2.67 | -487% |
| Returns for 3 years | 63.92 | 50.23 | 127% |
| Returns for 5 years | 49.17 | 37.65 | 131% |
| Returns for 10 years | 104.19 | 107.31 | 97% |
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