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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$35.65
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets43.39B
Kirr Marbach Partners Value
Price$37.75
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets104.96M
FSMDX vs KMVAX Comparison Chart in %
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FSMDX vs. KMVAX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. KMVAX (105M). FSMDX pays higher dividends than KMVAX: FSMDX (1.29) 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 : 21.46 vs. FSMDX (13.75). KMVAX return over 5 years is better than : 89.98 vs. FSMDX (64.86).
| 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 | 5.823 | 16.909 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 105M | 41,333% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 13.75 | 21.46 | 64% |
| Returns for 3 years | 35.39 | 51.30 | 69% |
| Returns for 5 years | 64.86 | 89.98 | 72% |
| Returns for 10 years | 121.13 | 61.74 | 196% |