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FSMAX vs KMVAX
FSMAX vs KMVAX Comparison
Open Charts FSMAX vs KMVAX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Kirr Marbach Partners Value
Price$33.90
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets95.95M
FSMAX vs KMVAX Comparison Chart
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FSMAX vs. KMVAX commentary
Jan 19, 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 FSMAX is a Hold and KMVAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. KMVAX (95.9M). FSMAX pays higher dividends than KMVAX: FSMAX (1.10) vs KMVAX (0.00). FSMAX was incepted earlier than KMVAX: FSMAX (13 years) vs KMVAX (26 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. KMVAX (10.00). FSMAX has a lower initial minimum investment than KMVAX: FSMAX (0) vs KMVAX (1000). KMVAX (26.45) and FSMAX (26.14) have marching annual gain over last year. FSMAX (48.39) and KMVAX (46.12) have equivalent 5 years return.
| FSMAX | KMVAX | FSMAX / KMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 3.994 | 4.986 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 95.9M | 42,544% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.14 | 26.45 | 99% |
| Returns for 3 years | 21.40 | 23.18 | 92% |
| Returns for 5 years | 48.39 | 46.12 | 105% |
| Returns for 10 years | 90.18 | 52.77 | 171% |