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FAPIX vs FIRMX
FAPIX vs FIRMX Comparison Chart
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FAPIX vs. FIRMX commentary
May 22, 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: 1.71B vs. FIRMX (17.4M). FAPIX pays higher dividends than FIRMX: FAPIX (3.19) vs FIRMX (2.93). 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 (6.23) and FIRMX (5.93) 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 | 2.829 | 3.328 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.71B | 17.4M | 9,810% |
| Annual Yield % from dividends | 3.19 | 2.93 | 109% |
| Returns for 1 year | 6.23 | 5.93 | 105% |
| Returns for 3 years | 13.48 | 10.83 | 124% |
| Returns for 5 years | N/A | 11.06 | - |
| Returns for 10 years | N/A | 16.73 | - |
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