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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$36.98
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets44.83B
Kirr Marbach Partners Value
Price$39.33
Change-$0.23 (-0.58%)
VolumeN/A
Net Assets110.87M
FSMDX vs KMVAX Comparison Chart in %
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FSMDX vs. KMVAX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. KMVAX (111M). FSMDX pays higher dividends than KMVAX: FSMDX (1.26) 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 : 22.06 vs. FSMDX (11.27). KMVAX return over 5 years is better than : 100.61 vs. FSMDX (72.58).
| 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 | 9.771 | 22.515 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 111M | 40,360% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 11.27 | 22.06 | 51% |
| Returns for 3 years | 47.71 | 68.34 | 70% |
| Returns for 5 years | 72.58 | 100.61 | 72% |
| Returns for 10 years | 141.62 | 78.12 | 181% |
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