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FSMDX vs PMFMX
FSMDX vs PMFMX Comparison
Open Charts FSMDX vs PMFMX
Fidelity Mid Cap Index
Price$38.55
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets45.79B
Principal MidCap S&P 400 Index R3
Price$23.50
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.29B
FSMDX vs PMFMX Comparison Chart in %
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FSMDX vs. PMFMX commentary
Jan 15, 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 Hold and PMFMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. PMFMX (1.29B). FSMDX pays higher dividends than PMFMX: FSMDX (1.10) vs PMFMX (0.71). 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 : 14.17 vs. PMFMX (4.31). FSMDX return over 5 years is better than : 47.23 vs. PMFMX (4.42).
| 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 | 4.197 | 5.056 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 1.29B | 3,553% |
| Annual Yield % from dividends | 1.10 | 0.71 | 156% |
| Returns for 1 year | 14.17 | 4.31 | 329% |
| Returns for 3 years | 45.82 | 12.07 | 380% |
| Returns for 5 years | 47.23 | 4.42 | 1,068% |
| Returns for 10 years | 188.12 | 55.83 | 337% |
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