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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$37.23
Change-$0.24 (-0.64%)
VolumeN/A
Net Assets45.37B
Kirr Marbach Partners Value
Price$38.53
Change-$0.32 (-0.82%)
VolumeN/A
Net Assets109.96M
FSMDX vs KMVAX Comparison Chart in %
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FSMDX vs. KMVAX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. KMVAX (110M). FSMDX pays higher dividends than KMVAX: FSMDX (1.25) 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 : 15.11 vs. FSMDX (11.82). KMVAX return over 5 years is better than : 93.67 vs. FSMDX (64.92).
| 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 | 11.225 | 20.316 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 110M | 41,273% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 11.82 | 15.11 | 78% |
| Returns for 3 years | 58.42 | 74.14 | 79% |
| Returns for 5 years | 64.92 | 93.67 | 69% |
| Returns for 10 years | 140.82 | 70.99 | 198% |
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