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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Kirr Marbach Partners Value
Price$32.70
Change-$0.88 (-2.62%)
VolumeN/A
Net Assets91.91M
FSMDX vs KMVAX Comparison Chart
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FSMDX vs. KMVAX commentary
Feb 23, 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: 38.6B vs. KMVAX (91.9M). 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 : 14.62 vs. FSMDX (12.97). FSMDX return over 5 years is better than : 51.19 vs. KMVAX (41.99).
| 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 | 1.717 | 1.270 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 91.9M | 42,002% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.97 | 14.62 | 89% |
| Returns for 3 years | 24.51 | 23.44 | 105% |
| Returns for 5 years | 51.19 | 41.99 | 122% |
| Returns for 10 years | 107.43 | 38.03 | 282% |