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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Kirr Marbach Partners Value
Price$33.48
Change+$0.32 (+0.97%)
VolumeN/A
CapitalizationN/A
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FSMDX vs KMVAX Comparison Chart
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FSMDX vs. KMVAX commentary
Sep 21, 2024
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: 35.8B vs. KMVAX (88.4M). 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 : 30.32 vs. FSMDX (27.48). FSMDX return over 5 years is better than : 57.97 vs. KMVAX (51.22).
| 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 | 13.332 | 23.406 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 88.4M | 40,498% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 27.48 | 30.32 | 91% |
| Returns for 3 years | 13.12 | 24.28 | 54% |
| Returns for 5 years | 57.97 | 51.22 | 113% |
| Returns for 10 years | 119.83 | 48.08 | 249% |
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