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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
Principal MidCap S&P 400 Index R3
Price$23.47
Change-$0.44 (-1.84%)
VolumeN/A
Net Assets1.21B
FSMDX vs PMFMX Comparison Chart in %
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FSMDX vs. PMFMX commentary
Nov 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 FSMDX is a Hold and PMFMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. PMFMX (1.21B). FSMDX pays higher dividends than PMFMX: FSMDX (1.26) vs PMFMX (0.80). FSMDX was incepted earlier than PMFMX: FSMDX (14 years) vs PMFMX (25 years). PMFMX (0.73) is less costly to investors than FSMDX (0.03). PMFMX is a more actively managed with annual turnover of: 19.90 vs. FSMDX (15.00). FSMDX (0) and PMFMX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 4.21 vs. PMFMX (-10.62). FSMDX return over 5 years is better than : 55.45 vs. PMFMX (15.39).
| FSMDX | PMFMX | FSMDX / PMFMX | |
| Total Expense Ratio | 0.03 | 0.73 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.73 | 3% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 10.246 | 5.563 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 1.21B | 3,710% |
| Annual Yield % from dividends | 1.26 | 0.80 | 158% |
| Returns for 1 year | 4.21 | -10.62 | -40% |
| Returns for 3 years | 41.46 | 8.40 | 493% |
| Returns for 5 years | 55.45 | 15.39 | 360% |
| Returns for 10 years | 143.82 | 33.63 | 428% |
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