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FAPIX vs FIRMX
FAPIX vs FIRMX Comparison Chart in %
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FAPIX vs. FIRMX commentary
Aug 06, 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: 1.79B vs. FIRMX (17.1M). FAPIX pays higher dividends than FIRMX: FAPIX (3.20) vs FIRMX (2.92). 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 (7.22) and FAPIX (7.01) have marching annual gain over last year. FAPIX return over 5 years is better than : 11.08 vs. FIRMX (8.47).
| 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 | 5.734 | 6.299 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.79B | 17.1M | 10,480% |
| Annual Yield % from dividends | 3.20 | 2.92 | 110% |
| Returns for 1 year | 7.01 | 7.22 | 97% |
| Returns for 3 years | 16.03 | 14.03 | 114% |
| Returns for 5 years | 11.08 | 8.47 | 131% |
| Returns for 10 years | N/A | 21.42 | - |
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