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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Kirr Marbach Partners Value
Price$33.90
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets95.95M
FSMDX vs KMVAX Comparison Chart
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FSMDX 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 FSMDX is a Hold and KMVAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. KMVAX (95.9M). FSMDX pays higher dividends than KMVAX: FSMDX (1.28) vs KMVAX (0.00). FSMDX was incepted earlier than KMVAX: FSMDX (13 years) vs KMVAX (26 years). KMVAX is a more actively managed with annual turnover of: 10.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than KMVAX: FSMDX (0) vs KMVAX (1000). KMVAX annual gain was more profitable for investors over the last year : 26.45 vs. FSMDX (21.14). FSMDX return over 5 years is better than : 54.11 vs. KMVAX (46.12).
| FSMDX | KMVAX | FSMDX / 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 | 3.642 | 4.986 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 95.9M | 38,582% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 21.14 | 26.45 | 80% |
| Returns for 3 years | 20.66 | 23.18 | 89% |
| Returns for 5 years | 54.11 | 46.12 | 117% |
| Returns for 10 years | 124.41 | 52.77 | 236% |
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