Interact to see
Advertisement
Advertisement
FAPIX vs FIRMX
FAPIX vs FIRMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FAPIX vs. FIRMX commentary
Jul 17, 2025
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 FAPIX is a Hold and FIRMX is a Hold.
FUNDAMENTALS
Fundamentals
FAPIX has more cash in the bank: 1.76B vs. FIRMX (17.1M). FAPIX pays higher dividends than FIRMX: FAPIX (3.18) vs FIRMX (2.91). FAPIX was incepted earlier than FIRMX: FAPIX (5 years) vs FIRMX (18 years). FIRMX (0.45) is less costly to investors than FAPIX (0.05). FIRMX is a more actively managed with annual turnover of: 33.00 vs. FAPIX (18.00). FIRMX has a lower initial minimum investment than FAPIX: FIRMX (0) vs FAPIX (2000000000). FAPIX (5.34) and FIRMX (5.21) have marching annual gain over last year. FAPIX return over 5 years is better than : 10.95 vs. FIRMX (8.74).
| FAPIX | FIRMX | FAPIX / FIRMX | |
| Total Expense Ratio | 0.05 | 0.45 | 11% |
| Annual Report Gross Expense Ratio | 0.05 | 0.45 | 11% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 4.339 | 4.934 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.76B | 17.1M | 10,310% |
| Annual Yield % from dividends | 3.18 | 2.91 | 109% |
| Returns for 1 year | 5.34 | 5.21 | 103% |
| Returns for 3 years | 16.55 | 14.78 | 112% |
| Returns for 5 years | 10.95 | 8.74 | 125% |
| Returns for 10 years | N/A | 18.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement