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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Kirr Marbach Partners Value
Price$29.28
Change-$1.80 (-5.79%)
VolumeN/A
Net Assets87.64M
FSMDX vs KMVAX Comparison Chart
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FSMDX vs. KMVAX commentary
Apr 04, 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: 37.6B vs. KMVAX (87.6M). FSMDX pays higher dividends than KMVAX: FSMDX (1.20) vs KMVAX (0.00). FSMDX was incepted earlier than KMVAX: FSMDX (14 years) vs KMVAX (26 years). KMVAX (1.35) is less costly to investors than FSMDX (0.03). KMVAX is a more actively managed with annual turnover of: 9.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than KMVAX: FSMDX (0) vs KMVAX (1000). FSMDX annual gain was more profitable for investors over the last year : 3.64 vs. KMVAX (0.48). KMVAX (119.49) and FSMDX (116.15) have equivalent 5 years return.
| 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 | 26 years | - |
| Gain YTD | -3.050 | -3.747 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 87.6M | 42,922% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 3.64 | 0.48 | 750% |
| Returns for 3 years | 12.50 | 13.55 | 92% |
| Returns for 5 years | 116.15 | 119.49 | 97% |
| Returns for 10 years | 98.36 | 29.72 | 331% |
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