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FSMAX vs PMFMX
FSMAX vs PMFMX Comparison
Open Charts FSMAX vs PMFMX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Principal MidCap S&P 400 Index R3
Price$23.26
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets1.24B
FSMAX vs PMFMX Comparison Chart in %
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FSMAX vs. PMFMX commentary
Jul 06, 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 StrongBuy.
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 : 18.61 vs. PMFMX (-1.73). FSMAX return over 5 years is better than : 64.88 vs. PMFMX (33.73).
| 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 | 4.632 | 2.693 | 172% |
| 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 | 3,149% |
| Annual Yield % from dividends | 0.47 | 0.83 | 57% |
| Returns for 1 year | 18.61 | -1.73 | -1,077% |
| Returns for 3 years | 54.62 | 16.62 | 329% |
| Returns for 5 years | 64.88 | 33.73 | 192% |
| Returns for 10 years | 81.19 | 22.17 | 366% |
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