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FIRMX vs LIRAX
FIRMX vs LIRAX Comparison Chart
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FIRMX vs. LIRAX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
LIRAX has more cash in the bank: 13.2B vs. FIRMX (17.1M). FIRMX pays higher dividends than LIRAX: FIRMX (2.97) vs LIRAX (2.61). FIRMX was incepted earlier than LIRAX: FIRMX (18 years) vs LIRAX (14 years). FIRMX (0.45) and LIRAX (0.43) have similar cost to investors . FIRMX is a more actively managed with annual turnover of: 33.00 vs. LIRAX (5.00). 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 : 8.62 vs. FIRMX (7.54). LIRAX return over 5 years is better than : 23.89 vs. FIRMX (11.22).
| FIRMX | LIRAX | FIRMX / LIRAX | |
| Total Expense Ratio | 0.45 | 0.39 | 115% |
| Annual Report Gross Expense Ratio | 0.45 | 0.43 | 105% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 2.299 | 1.163 | 198% |
| 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 | 2.97 | 2.61 | 114% |
| Returns for 1 year | 7.54 | 8.62 | 88% |
| Returns for 3 years | 8.52 | 12.54 | 68% |
| Returns for 5 years | 11.22 | 23.89 | 47% |
| Returns for 10 years | 15.48 | 43.92 | 35% |
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