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FSMAX vs PMFMX
FSMAX vs PMFMX Comparison
Open Charts FSMAX vs PMFMX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Principal MidCap S&P 400 Index R3
Price$23.13
Change-$0.14 (-0.60%)
VolumeN/A
Net Assets1.22B
FSMAX vs PMFMX Comparison Chart in %
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FSMAX vs. PMFMX commentary
Aug 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 PMFMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. PMFMX (1.22B). PMFMX pays higher dividends than FSMAX: PMFMX (0.82) vs FSMAX (0.46). 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 : 16.65 vs. PMFMX (-5.25). FSMAX return over 5 years is better than : 52.87 vs. PMFMX (21.22).
| 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 | 6.140 | 2.119 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.22B | 3,254% |
| Annual Yield % from dividends | 0.46 | 0.82 | 57% |
| Returns for 1 year | 16.65 | -5.25 | -317% |
| Returns for 3 years | 34.54 | 1.00 | 3,462% |
| Returns for 5 years | 52.87 | 21.22 | 249% |
| Returns for 10 years | 84.94 | 20.90 | 406% |
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