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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
Kirr Marbach Partners Value
Price$37.80
Change+$0.39 (+1.04%)
VolumeN/A
Net Assets113.87M
FSMDX vs KMVAX Comparison Chart in %
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FSMDX vs. KMVAX commentary
Dec 05, 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 StrongBuy and KMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. KMVAX (114M). FSMDX pays higher dividends than KMVAX: FSMDX (1.24) 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 : 5.68 vs. FSMDX (2.36). KMVAX return over 5 years is better than : 62.58 vs. FSMDX (47.52).
| 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 | 10.780 | 17.064 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 114M | 40,175% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 2.36 | 5.68 | 42% |
| Returns for 3 years | 39.85 | 49.17 | 81% |
| Returns for 5 years | 47.52 | 62.58 | 76% |
| Returns for 10 years | 137.51 | 64.85 | 212% |
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