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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$35.59
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets42.38B
Kirr Marbach Partners Value
Price$36.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets99.87M
FSMDX vs KMVAX Comparison Chart in %
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FSMDX vs. KMVAX commentary
Jul 18, 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 Buy and KMVAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. KMVAX (99.9M). FSMDX pays higher dividends than KMVAX: FSMDX (1.31) vs KMVAX (0.00). FSMDX was incepted earlier than KMVAX: FSMDX (14 years) vs KMVAX (27 years). KMVAX (1.35) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. KMVAX (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 : 11.15 vs. FSMDX (8.58). KMVAX return over 5 years is better than : 90.47 vs. FSMDX (70.17).
| FSMDX | KMVAX | FSMDX / KMVAX | |
| Total Expense Ratio | 0.03 | 1.35 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.35 | 2% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 5.111 | 12.078 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 99.9M | 42,442% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 8.58 | 11.15 | 77% |
| Returns for 3 years | 45.92 | 53.74 | 85% |
| Returns for 5 years | 70.17 | 90.47 | 78% |
| Returns for 10 years | 117.56 | 51.23 | 229% |
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