Ad is loading...
FIRMX vs LIPKX
FIRMX vs LIPKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIRMX vs. LIPKX commentary
Apr 27, 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 FIRMX is a Hold and LIPKX is a Buy.
FUNDAMENTALS
Fundamentals
LIPKX has more cash in the bank: 9.3B vs. FIRMX (17.1M). FIRMX pays higher dividends than LIPKX: FIRMX (2.97) vs LIPKX (2.21). FIRMX was incepted earlier than LIPKX: FIRMX (18 years) vs LIPKX (14 years). FIRMX (0.45) is less costly to investors than LIPKX (0.14). FIRMX is a more actively managed with annual turnover of: 33.00 vs. LIPKX (5.00). FIRMX has a lower initial minimum investment than LIPKX: FIRMX (0) vs LIPKX (5000000). LIPKX annual gain was more profitable for investors over the last year : 9.62 vs. FIRMX (7.54). LIPKX return over 5 years is better than : 82.95 vs. FIRMX (11.22).
| FIRMX | LIPKX | FIRMX / LIPKX | |
| Total Expense Ratio | 0.45 | 0.09 | 500% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 2.299 | -1.807 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.1M | 9.3B | 0% |
| Annual Yield % from dividends | 2.97 | 2.21 | 134% |
| Returns for 1 year | 7.54 | 9.62 | 78% |
| Returns for 3 years | 8.52 | 28.11 | 30% |
| Returns for 5 years | 11.22 | 82.95 | 14% |
| Returns for 10 years | 15.48 | 109.71 | 14% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers