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FSMAX vs PMFMX
FSMAX vs PMFMX Comparison
Open Charts FSMAX vs PMFMX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Principal MidCap S&P 400 Index R3
Price$23.46
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets1.25B
FSMAX vs PMFMX Comparison Chart in %
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FSMAX vs. PMFMX commentary
Jul 28, 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 StrongBuy and PMFMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. PMFMX (1.25B). PMFMX pays higher dividends than FSMAX: PMFMX (0.83) vs FSMAX (0.47). 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 : 15.33 vs. PMFMX (-4.40). FSMAX return over 5 years is better than : 61.91 vs. PMFMX (29.68).
| 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 | 6.195 | 3.576 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.25B | 3,139% |
| Annual Yield % from dividends | 0.47 | 0.83 | 57% |
| Returns for 1 year | 15.33 | -4.40 | -348% |
| Returns for 3 years | 51.73 | 12.69 | 408% |
| Returns for 5 years | 61.91 | 29.68 | 209% |
| Returns for 10 years | 86.12 | 25.00 | 345% |
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