Kirr Marbach Partners Value Fund (KMVAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to KMVAX
KMVAX charges 1.45% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among KMVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | KMVAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | KMVAX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | KMVAX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | KMVAX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | KMVAX vs SWMCX |
Best Risk-Adjusted Alternatives to KMVAX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 93 | — | KMVAX vs MISIX | |
| Paradigm Select Fund | 86 | Jan 3, 2005 | KMVAX vs PFSLX | |
| Tarkio Fund | 82 | Jun 28, 2011 | KMVAX vs TARKX | |
| Gabelli Value 25 Fund | 82 | Sep 29, 1989 | KMVAX vs GABVX | |
| The Texas Fund | 74 | Sep 17, 2013 | KMVAX vs BIGTX |
Top Performing KMVAX Alternatives (YTD)
KMVAX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Paradigm Select Fund | 11.83% | Jan 3, 2005 | KMVAX vs PFSLX | |
| Ave Maria Value Fund | 9.67% | May 1, 2001 | KMVAX vs AVEMX | |
| The Texas Fund | 9.34% | Sep 17, 2013 | KMVAX vs BIGTX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 7.81% | Aug 12, 2015 | KMVAX vs FZFLX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 6.17% | Dec 26, 2018 | KMVAX vs FTSIX |
Lowest Volatility Alternatives to KMVAX
KMVAX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.74% | Dec 26, 2019 | KMVAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | KMVAX vs LLSCX | |
| Victory RS Investors Fund | 15.83% | Nov 15, 2005 | KMVAX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.91% | Jul 14, 1999 | KMVAX vs TLVAX | |
| Gabelli Focused Growth and Income Fund | 16.07% | Dec 31, 2002 | KMVAX vs GWSAX |
Lowest Drawdown Alternatives to KMVAX
KMVAX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | KMVAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | KMVAX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | KMVAX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | KMVAX vs TLVAX | |
| Government Street Mid Cap Fund | -11.61% | Nov 17, 2003 | KMVAX vs GVMCX |
Often Compared With KMVAX
What investors most often compare with KMVAX, 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.