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FSMAX vs PMFPX
FSMAX vs PMFPX Comparison
Open Charts FSMAX vs PMFPX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Principal MidCap S&P 400 Index R5
Price$23.94
Change+$0.21 (+0.88%)
VolumeN/A
Net Assets1.25B
FSMAX vs PMFPX Comparison Chart in %
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FSMAX vs. PMFPX commentary
Jul 27, 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: 39.2B vs. PMFPX (1.25B). PMFPX pays higher dividends than FSMAX: PMFPX (1.13) vs FSMAX (0.47). 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 : 15.33 vs. PMFPX (-3.90). FSMAX return over 5 years is better than : 61.91 vs. PMFPX (32.08).
| 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 | 6.195 | 3.726 | 166% |
| 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 | 1.13 | 42% |
| Returns for 1 year | 15.33 | -3.90 | -393% |
| Returns for 3 years | 51.73 | 13.77 | 376% |
| Returns for 5 years | 61.91 | 32.08 | 193% |
| Returns for 10 years | 86.12 | 29.80 | 289% |
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