VIMSX vs. KMVAX
Compare and contrast key facts about Vanguard Mid Cap Index Fund (VIMSX) and Kirr Marbach Partners Value Fund (KMVAX).
VIMSX is managed by Vanguard. It was launched on May 21, 1998. KMVAX is managed by Kirr Marbach Partners. It was launched on Dec 31, 1998.
Performance
VIMSX vs. KMVAX - Performance Comparison
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VIMSX vs. KMVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | -0.66% | 11.08% | 14.52% | 16.40% | -18.80% | 24.36% | 18.04% | 30.85% | -9.35% | 19.12% |
KMVAX Kirr Marbach Partners Value Fund | 1.97% | 14.44% | 27.82% | 20.42% | -16.01% | 28.83% | 2.96% | 27.03% | -19.72% | 16.12% |
Returns By Period
In the year-to-date period, VIMSX achieves a -0.66% return, which is significantly lower than KMVAX's 1.97% return. Both investments have delivered pretty close results over the past 10 years, with VIMSX having a 10.48% annualized return and KMVAX not far behind at 10.26%.
VIMSX
- 1D
- 2.22%
- 1M
- -5.80%
- YTD
- -0.66%
- 6M
- -1.42%
- 1Y
- 12.24%
- 3Y*
- 12.31%
- 5Y*
- 6.44%
- 10Y*
- 10.48%
KMVAX
- 1D
- 3.26%
- 1M
- -6.04%
- YTD
- 1.97%
- 6M
- -2.72%
- 1Y
- 23.05%
- 3Y*
- 18.99%
- 5Y*
- 11.56%
- 10Y*
- 10.26%
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VIMSX vs. KMVAX - Expense Ratio Comparison
VIMSX has a 0.17% expense ratio, which is lower than KMVAX's 1.45% expense ratio.
Return for Risk
VIMSX vs. KMVAX — Risk / Return Rank
VIMSX
KMVAX
VIMSX vs. KMVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) and Kirr Marbach Partners Value Fund (KMVAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VIMSX | KMVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.20 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.79 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.17 | -1.13 |
Martin ratioReturn relative to average drawdown | 4.80 | 6.23 | -1.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIMSX | KMVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.20 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.63 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.51 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.40 | +0.06 |
Correlation
The correlation between VIMSX and KMVAX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VIMSX vs. KMVAX - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.37%, less than KMVAX's 5.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.37% | 1.03% | 1.37% | 1.39% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% |
KMVAX Kirr Marbach Partners Value Fund | 5.19% | 5.30% | 7.58% | 3.35% | 3.57% | 3.72% | 1.35% | 2.11% | 9.38% | 6.87% | 5.64% | 0.34% |
Drawdowns
VIMSX vs. KMVAX - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, smaller than the maximum KMVAX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for VIMSX and KMVAX.
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Drawdown Indicators
| VIMSX | KMVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -65.81% | +6.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.78% | -11.33% | -1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -27.63% | -24.84% | -2.79% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -45.41% | +6.12% |
Current DrawdownCurrent decline from peak | -6.10% | -6.82% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -10.04% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 3.95% | -1.17% |
Volatility
VIMSX vs. KMVAX - Volatility Comparison
The current volatility for Vanguard Mid Cap Index Fund (VIMSX) is 4.95%, while Kirr Marbach Partners Value Fund (KMVAX) has a volatility of 6.55%. This indicates that VIMSX experiences smaller price fluctuations and is considered to be less risky than KMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMSX | KMVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 6.55% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 12.31% | -2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 20.21% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.67% | 18.30% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.92% | 20.10% | -1.18% |