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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets45.78B
Kirr Marbach Partners Value
Price$35.70
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets111.93M
FSMDX vs KMVAX Comparison Chart in %
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FSMDX vs. KMVAX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. KMVAX (112M). 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 (10.00). FSMDX has a lower initial minimum investment than KMVAX: FSMDX (0) vs KMVAX (1000). FSMDX annual gain was more profitable for investors over the last year : 9.30 vs. KMVAX (8.44). KMVAX return over 5 years is better than : 54.75 vs. FSMDX (46.87).
| 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 | 11.433 | 10.561 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 112M | 40,893% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 9.30 | 8.44 | 110% |
| Returns for 3 years | 49.15 | 53.35 | 92% |
| Returns for 5 years | 46.87 | 54.75 | 86% |
| Returns for 10 years | 149.39 | 60.52 | 247% |
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