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FSMAX vs PMFMX
FSMAX vs PMFMX Comparison
Open Charts FSMAX vs PMFMX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Principal MidCap S&P 400 Index R3
Price$24.05
Change+$0.12 (+0.50%)
VolumeN/A
Net Assets1.26B
FSMAX vs PMFMX Comparison Chart in %
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FSMAX vs. PMFMX commentary
Sep 08, 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 PMFMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. PMFMX (1.26B). PMFMX pays higher dividends than FSMAX: PMFMX (0.79) vs FSMAX (0.44). 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 (15.00). FSMAX (0) and PMFMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 21.50 vs. PMFMX (-0.60). FSMAX return over 5 years is better than : 59.13 vs. PMFMX (29.47).
| 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 | 10.057 | 6.181 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.26B | 3,249% |
| Annual Yield % from dividends | 0.44 | 0.79 | 56% |
| Returns for 1 year | 21.50 | -0.60 | -3,611% |
| Returns for 3 years | 56.89 | 16.29 | 349% |
| Returns for 5 years | 59.13 | 29.47 | 201% |
| Returns for 10 years | 101.70 | 33.37 | 305% |
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