FZIPX vs. PMDIX
Compare and contrast key facts about Fidelity ZERO Extended Market Index Fund (FZIPX) and Principal Small-MidCap Dividend Income Fund (PMDIX).
FZIPX is managed by Fidelity. PMDIX is managed by Principal. It was launched on Jun 6, 2011.
Performance
FZIPX vs. PMDIX - Performance Comparison
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FZIPX vs. PMDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FZIPX Fidelity ZERO Extended Market Index Fund | -1.78% | 12.51% | 12.39% | 18.13% | -18.01% | 21.31% | 16.64% | 26.50% | -17.57% |
PMDIX Principal Small-MidCap Dividend Income Fund | 1.44% | 8.63% | 14.56% | 18.81% | -11.66% | 30.41% | -6.40% | 25.38% | -16.31% |
Returns By Period
In the year-to-date period, FZIPX achieves a -1.78% return, which is significantly lower than PMDIX's 1.44% return.
FZIPX
- 1D
- -1.26%
- 1M
- -8.55%
- YTD
- -1.78%
- 6M
- 0.33%
- 1Y
- 18.79%
- 3Y*
- 12.32%
- 5Y*
- 5.14%
- 10Y*
- —
PMDIX
- 1D
- -0.85%
- 1M
- -8.86%
- YTD
- 1.44%
- 6M
- 2.85%
- 1Y
- 14.22%
- 3Y*
- 13.66%
- 5Y*
- 8.72%
- 10Y*
- 9.40%
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FZIPX vs. PMDIX - Expense Ratio Comparison
FZIPX has a 0.00% expense ratio, which is lower than PMDIX's 0.85% expense ratio.
Return for Risk
FZIPX vs. PMDIX — Risk / Return Rank
FZIPX
PMDIX
FZIPX vs. PMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity ZERO Extended Market Index Fund (FZIPX) and Principal Small-MidCap Dividend Income Fund (PMDIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FZIPX | PMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.73 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.15 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 0.84 | +0.31 |
Martin ratioReturn relative to average drawdown | 4.98 | 3.45 | +1.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FZIPX | PMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.73 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.47 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.52 | -0.19 |
Correlation
The correlation between FZIPX and PMDIX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FZIPX vs. PMDIX - Dividend Comparison
FZIPX's dividend yield for the trailing twelve months is around 1.27%, less than PMDIX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZIPX Fidelity ZERO Extended Market Index Fund | 1.27% | 1.24% | 1.22% | 1.43% | 1.64% | 6.97% | 2.15% | 1.80% | 0.50% | 0.00% | 0.00% | 0.00% |
PMDIX Principal Small-MidCap Dividend Income Fund | 3.15% | 3.14% | 7.99% | 2.37% | 6.95% | 0.98% | 1.37% | 2.82% | 17.83% | 5.77% | 2.84% | 4.78% |
Drawdowns
FZIPX vs. PMDIX - Drawdown Comparison
The maximum FZIPX drawdown since its inception was -42.71%, smaller than the maximum PMDIX drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for FZIPX and PMDIX.
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Drawdown Indicators
| FZIPX | PMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.71% | -46.47% | +3.76% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -14.51% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -28.19% | -21.36% | -6.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.47% | — |
Current DrawdownCurrent decline from peak | -9.61% | -10.55% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -9.09% | -5.33% | -3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.54% | -0.23% |
Volatility
FZIPX vs. PMDIX - Volatility Comparison
Fidelity ZERO Extended Market Index Fund (FZIPX) has a higher volatility of 6.41% compared to Principal Small-MidCap Dividend Income Fund (PMDIX) at 4.92%. This indicates that FZIPX's price experiences larger fluctuations and is considered to be riskier than PMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZIPX | PMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 4.92% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 10.82% | +2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.07% | 20.60% | +1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 18.76% | +2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 20.22% | +3.73% |