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KMVAX vs VMCPX
KMVAX vs VMCPX Comparison
Open Charts KMVAX vs VMCPX
Kirr Marbach Partners Value
Price$31.06
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets87.55M
Vanguard Mid Cap Index InstitutionalPlus
Price$345.67
Change+$0.27 (+0.08%)
VolumeN/A
Net Assets175.23B
KMVAX vs VMCPX Comparison Chart
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KMVAX vs. VMCPX commentary
May 01, 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 KMVAX is a Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. KMVAX (87.6M). VMCPX pays higher dividends than KMVAX: VMCPX (1.61) vs KMVAX (0.00). KMVAX was incepted earlier than VMCPX: KMVAX (26 years) vs VMCPX (14 years). KMVAX (1.35) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. KMVAX (9.00). KMVAX has a lower initial minimum investment than VMCPX: KMVAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.83 vs. KMVAX (4.66). KMVAX return over 5 years is better than : 85.42 vs. VMCPX (77.27).
| KMVAX | VMCPX | KMVAX / VMCPX | |
| Total Expense Ratio | 1.35 | 0.03 | 4,500% |
| Annual Report Gross Expense Ratio | 1.35 | 0.03 | 4,500% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | -3.933 | -2.946 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.6M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | 4.66 | 7.83 | 59% |
| Returns for 3 years | 24.13 | 17.83 | 135% |
| Returns for 5 years | 85.42 | 77.27 | 111% |
| Returns for 10 years | 29.74 | 101.56 | 29% |
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