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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
Principal MidCap S&P 400 Index R3
Price$23.54
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets1.21B
FSMDX vs PMFMX Comparison Chart in %
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FSMDX vs. PMFMX commentary
Oct 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 FSMDX is a Hold and PMFMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. PMFMX (1.21B). FSMDX pays higher dividends than PMFMX: FSMDX (1.25) vs PMFMX (0.79). 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 : 6.22 vs. PMFMX (-9.38). FSMDX return over 5 years is better than : 60.38 vs. PMFMX (20.31).
| 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 | 8.702 | 3.929 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 1.21B | 3,740% |
| Annual Yield % from dividends | 1.25 | 0.79 | 157% |
| Returns for 1 year | 6.22 | -9.38 | -66% |
| Returns for 3 years | 52.29 | 15.41 | 339% |
| Returns for 5 years | 60.38 | 20.31 | 297% |
| Returns for 10 years | 135.09 | 28.75 | 470% |
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