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FAPIX vs FIRMX
FAPIX vs FIRMX Comparison Chart
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FAPIX vs. FIRMX commentary
Apr 28, 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: 1.7B vs. FIRMX (17.1M). FAPIX pays higher dividends than FIRMX: FAPIX (3.20) vs FIRMX (2.97). 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 (12.00). FIRMX has a lower initial minimum investment than FAPIX: FIRMX (0) vs FAPIX (2000000000). FAPIX (7.92) and FIRMX (7.54) have marching annual gain over last year.
| 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 | 2.003 | 2.299 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.7B | 17.1M | 9,912% |
| Annual Yield % from dividends | 3.20 | 2.97 | 108% |
| Returns for 1 year | 7.92 | 7.54 | 105% |
| Returns for 3 years | 10.87 | 8.52 | 128% |
| Returns for 5 years | N/A | 11.22 | - |
| Returns for 10 years | N/A | 15.48 | - |
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