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FIRMX vs LIRAX
FIRMX vs LIRAX Comparison Chart in %
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FIRMX vs. LIRAX commentary
Jul 18, 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 LIRAX is a Hold.
FUNDAMENTALS
Fundamentals
LIRAX has more cash in the bank: 13.2B vs. FIRMX (17.1M). FIRMX pays higher dividends than LIRAX: FIRMX (2.91) vs LIRAX (2.48). FIRMX was incepted earlier than LIRAX: FIRMX (18 years) vs LIRAX (14 years). FIRMX (0.45) is less costly to investors than LIRAX (0.42). LIRAX is a more actively managed with annual turnover of: 39.00 vs. FIRMX (33.00). FIRMX has a lower initial minimum investment than LIRAX: FIRMX (0) vs LIRAX (1000). LIRAX annual gain was more profitable for investors over the last year : 6.10 vs. FIRMX (5.21). LIRAX return over 5 years is better than : 20.26 vs. FIRMX (8.74).
| FIRMX | LIRAX | FIRMX / LIRAX | |
| Total Expense Ratio | 0.45 | 0.39 | 115% |
| Annual Report Gross Expense Ratio | 0.45 | 0.42 | 107% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 4.934 | 5.523 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.1M | 13.2B | 0% |
| Annual Yield % from dividends | 2.91 | 2.48 | 117% |
| Returns for 1 year | 5.21 | 6.10 | 85% |
| Returns for 3 years | 14.78 | 23.92 | 62% |
| Returns for 5 years | 8.74 | 20.26 | 43% |
| Returns for 10 years | 18.88 | 52.91 | 36% |
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