Kirr Marbach Partners Value Fund (KMVAX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KMVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KMVAX
KMVAX charges 1.45% annually. There are 113 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | KMVAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | KMVAX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | KMVAX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | KMVAX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | KMVAX vs VEMPX |
Best Risk-Adjusted Alternatives to KMVAX
KMVAX has a PortfoliosLab risk / return rank of 23. There are 101 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | KMVAX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | KMVAX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | KMVAX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | KMVAX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | KMVAX vs FZAMX |
Top Performing KMVAX Alternatives (YTD)
KMVAX is at 14.37% YTD. There are 82 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | KMVAX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | KMVAX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | KMVAX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | KMVAX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | KMVAX vs FZAMX |
Lowest Volatility Alternatives to KMVAX
KMVAX has 16.15% 1-year volatility. There are 70 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | KMVAX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | KMVAX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | KMVAX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | KMVAX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | KMVAX vs RSINX |
Lowest Drawdown Alternatives to KMVAX
KMVAX has a 1-year max drawdown of -10.22%. There are 81 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | KMVAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | KMVAX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | KMVAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | KMVAX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | KMVAX vs DNLDX |
Often Compared With KMVAX
Investors most often compare KMVAX with LLSCX, TARKX, IPMIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare KMVAX with Any Fund or Stock
Compare KMVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KMVAX with funds that move differently
Kirr Marbach Partners Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KMVAX.
Explore KMVAX Diversifiers