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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
Principal MidCap S&P 400 Index R3
Price$23.96
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets1.22B
FSMDX vs PMFMX Comparison Chart in %
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FSMDX vs. PMFMX commentary
Dec 04, 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 StrongBuy and PMFMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. PMFMX (1.22B). FSMDX pays higher dividends than PMFMX: FSMDX (1.24) vs PMFMX (0.78). 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 : 1.54 vs. PMFMX (-11.89). FSMDX return over 5 years is better than : 48.70 vs. PMFMX (11.28).
| 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 | 10.097 | 6.181 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 1.22B | 3,748% |
| Annual Yield % from dividends | 1.24 | 0.78 | 159% |
| Returns for 1 year | 1.54 | -11.89 | -13% |
| Returns for 3 years | 38.99 | 7.18 | 543% |
| Returns for 5 years | 48.70 | 11.28 | 432% |
| Returns for 10 years | 136.04 | 30.34 | 448% |
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