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FSMAX vs PMFMX
FSMAX vs PMFMX Comparison
Open Charts FSMAX vs PMFMX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Principal MidCap S&P 400 Index R3
Price$21.90
Change-$0.34 (-1.53%)
VolumeN/A
Net Assets1.2B
FSMAX vs PMFMX Comparison Chart
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FSMAX vs. PMFMX commentary
Jun 16, 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 Buy and PMFMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. PMFMX (1.2B). PMFMX pays higher dividends than FSMAX: PMFMX (0.86) vs FSMAX (0.50). FSMAX was incepted earlier than PMFMX: FSMAX (14 years) vs PMFMX (25 years). PMFMX (0.73) is less costly to investors than FSMAX (0.04). PMFMX is a more actively managed with annual turnover of: 19.90 vs. FSMAX (9.00). FSMAX (0) and PMFMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. PMFMX (-7.94). FSMAX return over 5 years is better than : 60.48 vs. PMFMX (27.33).
| FSMAX | PMFMX | FSMAX / PMFMX | |
| Total Expense Ratio | 0.04 | 0.73 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.73 | 5% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -2.080 | -3.311 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.2B | 3,128% |
| Annual Yield % from dividends | 0.50 | 0.86 | 58% |
| Returns for 1 year | 11.48 | -7.94 | -145% |
| Returns for 3 years | 47.57 | 10.46 | 455% |
| Returns for 5 years | 60.48 | 27.33 | 221% |
| Returns for 10 years | 66.64 | 12.71 | 524% |
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