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FIRMX vs LIRAX
FIRMX vs LIRAX Comparison Chart
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FIRMX vs. LIRAX commentary
May 23, 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 (17.4M). FIRMX pays higher dividends than LIRAX: FIRMX (2.93) vs LIRAX (2.61). 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 : 6.70 vs. FIRMX (5.51). LIRAX return over 5 years is better than : 23.03 vs. FIRMX (10.44).
| 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 | 2.744 | 2.471 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.4M | 13.2B | 0% |
| Annual Yield % from dividends | 2.93 | 2.61 | 113% |
| Returns for 1 year | 5.51 | 6.70 | 82% |
| Returns for 3 years | 10.13 | 16.45 | 62% |
| Returns for 5 years | 10.44 | 23.03 | 45% |
| Returns for 10 years | 16.07 | 46.78 | 34% |
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