BIRDX
Price
$8.56
Change
-$0.06 (-0.70%)
Updated
Sep 14 closing price
Net Assets
307.93M
FIRTX
Price
$9.45
Change
-$0.07 (-0.74%)
Updated
Sep 14 closing price
Net Assets
314M
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BIRDX vs FIRTX

BIRDX vs FIRTX Comparison Chart in %
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BIRDX vs. FIRTX commentary
Sep 15, 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 BIRDX is a Hold and FIRTX is a Hold.

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FUNDAMENTALS
Fundamentals
FIRTX (314M) and BIRDX (308M) have equal amount of cash in the bank . BIRDX pays higher dividends than FIRTX: BIRDX (4.64) vs FIRTX (2.56). BIRDX was incepted earlier than FIRTX: BIRDX (11 years) vs FIRTX (19 years). FIRTX (1.43) is less costly to investors than BIRDX (0.39). FIRTX is a more actively managed with annual turnover of: 77.00 vs. BIRDX (24.00). FIRTX has a lower initial minimum investment than BIRDX: FIRTX (0) vs BIRDX (2000000). BIRDX annual gain was more profitable for investors over the last year : 3.59 vs. FIRTX (-4.56). BIRDX return over 5 years is better than : -13.56 vs. FIRTX (-25.49).
BIRDXFIRTXBIRDX / FIRTX
Total Expense Ratio0.311.4322%
Annual Report Gross Expense Ratio0.391.4327%
Fund Existence11 years19 years-
Gain YTD6.773-5.579-121%
Front LoadN/A4%-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets308M314M98%
Annual Yield % from dividends4.642.56182%
Returns for 1 year3.59-4.56-79%
Returns for 3 years7.7111.2568%
Returns for 5 years-13.56-25.4953%
Returns for 10 years17.3513.14132%
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