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FAPIX vs FIRMX
FAPIX vs FIRMX Comparison Chart in %
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FAPIX vs. FIRMX commentary
Sep 05, 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: 1.8B vs. FIRMX (17.3M). FAPIX pays higher dividends than FIRMX: FAPIX (3.16) vs FIRMX (2.88). 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). FIRMX (6.01) and FAPIX (5.91) have marching annual gain over last year. FAPIX return over 5 years is better than : 11.96 vs. FIRMX (9.15).
| 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 | 6.254 | 6.758 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.8B | 17.3M | 10,422% |
| Annual Yield % from dividends | 3.16 | 2.88 | 110% |
| Returns for 1 year | 5.91 | 6.01 | 98% |
| Returns for 3 years | 19.19 | 17.09 | 112% |
| Returns for 5 years | 11.96 | 9.15 | 131% |
| Returns for 10 years | N/A | 25.10 | - |