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FSMAX vs PMFPX
FSMAX vs PMFPX Comparison
Open Charts FSMAX vs PMFPX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Principal MidCap S&P 400 Index R5
Price$23.62
Change-$0.13 (-0.55%)
VolumeN/A
Net Assets1.22B
FSMAX vs PMFPX Comparison Chart in %
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FSMAX vs. PMFPX 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 StrongBuy and PMFPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. PMFPX (1.22B). PMFPX pays higher dividends than FSMAX: PMFPX (1.12) vs FSMAX (0.46). FSMAX was incepted earlier than PMFPX: FSMAX (14 years) vs PMFPX (25 years). PMFPX (0.42) is less costly to investors than FSMAX (0.04). PMFPX is a more actively managed with annual turnover of: 19.90 vs. FSMAX (9.00). FSMAX (0) and PMFPX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 16.65 vs. PMFPX (-4.70). FSMAX return over 5 years is better than : 52.87 vs. PMFPX (23.52).
| FSMAX | PMFPX | FSMAX / PMFPX | |
| Total Expense Ratio | 0.04 | 0.42 | 8% |
| Annual Report Gross Expense Ratio | 0.04 | 0.42 | 8% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 6.140 | 2.340 | 262% |
| 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 | 1.12 | 41% |
| Returns for 1 year | 16.65 | -4.70 | -355% |
| Returns for 3 years | 34.54 | 2.07 | 1,669% |
| Returns for 5 years | 52.87 | 23.52 | 225% |
| Returns for 10 years | 84.94 | 25.66 | 331% |
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