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FSMDX vs KMVAX
FSMDX vs KMVAX Comparison
Open Charts FSMDX vs KMVAX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
Kirr Marbach Partners Value
Price$36.43
Change-$2.21 (-5.72%)
VolumeN/A
Net Assets105.28M
FSMDX vs KMVAX Comparison Chart in %
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FSMDX vs. KMVAX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. KMVAX (105M). FSMDX pays higher dividends than KMVAX: FSMDX (1.07) 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 : 10.78 vs. KMVAX (8.68). KMVAX return over 5 years is better than : 49.86 vs. FSMDX (44.63).
| 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 | 3.683 | 3.848 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 105M | 44,667% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 10.78 | 8.68 | 124% |
| Returns for 3 years | 39.55 | 43.43 | 91% |
| Returns for 5 years | 44.63 | 49.86 | 90% |
| Returns for 10 years | 187.08 | 85.96 | 218% |
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