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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
Principal MidCap S&P 400 Index R3
Price$23.49
Change-$0.27 (-1.14%)
VolumeN/A
Net Assets1.27B
FSMDX vs PMFMX Comparison Chart in %
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FSMDX vs. PMFMX commentary
Feb 05, 2026
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 Buy and PMFMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. PMFMX (1.27B). FSMDX pays higher dividends than PMFMX: FSMDX (1.07) vs PMFMX (0.68). 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: 16.20 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 : 10.78 vs. PMFMX (1.93). FSMDX return over 5 years is better than : 44.63 vs. PMFMX (4.33).
| 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 | 3.683 | 5.101 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 1.27B | 3,681% |
| Annual Yield % from dividends | 1.07 | 0.68 | 157% |
| Returns for 1 year | 10.78 | 1.93 | 559% |
| Returns for 3 years | 39.55 | 6.84 | 578% |
| Returns for 5 years | 44.63 | 4.33 | 1,030% |
| Returns for 10 years | 187.08 | 54.75 | 342% |