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FSMAX vs PMFPX
FSMAX vs PMFPX Comparison
Open Charts FSMAX vs PMFPX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Principal MidCap S&P 400 Index R5
Price$22.34
Change-$0.35 (-1.54%)
VolumeN/A
Net Assets1.22B
FSMAX vs PMFPX Comparison Chart
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FSMAX vs. PMFPX commentary
Jun 14, 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 PMFPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. PMFPX (1.22B). PMFPX pays higher dividends than FSMAX: PMFPX (1.17) vs FSMAX (0.50). 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 : 13.41 vs. PMFPX (-7.46). FSMAX return over 5 years is better than : 63.25 vs. PMFPX (29.63).
| 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 | -0.385 | -3.206 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.22B | 3,077% |
| Annual Yield % from dividends | 0.50 | 1.17 | 43% |
| Returns for 1 year | 13.41 | -7.46 | -180% |
| Returns for 3 years | 50.12 | 11.55 | 434% |
| Returns for 5 years | 63.25 | 29.63 | 213% |
| Returns for 10 years | 69.53 | 17.04 | 408% |
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