FSMAX
Price
$100.75
Change
-$0.22 (-0.22%)
Updated
Oct 17 closing price
Net Assets
41.44B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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FSMAX vs PMBJX

Header iconFSMAX vs PMBJX Comparison
Open Charts FSMAX vs PMBJXBanner chart's image
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
FSMAX vs PMBJX Comparison Chart in %
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FSMAX vs. PMBJX 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. PMBJX (31.8B). FSMAX pays higher dividends than PMBJX: FSMAX (0.44) vs PMBJX (0.06). FSMAX was incepted earlier than PMBJX: FSMAX (14 years) vs PMBJX (25 years). PMBJX (0.78) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. PMBJX (10.50). FSMAX has a lower initial minimum investment than PMBJX: FSMAX (0) vs PMBJX (1000). FSMAX annual gain was more profitable for investors over the last year : 12.97 vs. PMBJX (-3.03). FSMAX return over 5 years is better than : 49.17 vs. PMBJX (34.98).
FSMAXPMBJXFSMAX / PMBJX
Total Expense Ratio0.040.784%
Annual Report Gross Expense Ratio0.040.784%
Fund Existence14 years25 years-
Gain YTD11.1032.303482%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets41.4B31.8B130%
Annual Yield % from dividends0.440.06773%
Returns for 1 year12.97-3.03-428%
Returns for 3 years63.9248.67131%
Returns for 5 years49.1734.98141%
Returns for 10 years104.1998.61106%
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