Interact to see
Advertisement
Advertisement
FIRMX vs LIRAX
FIRMX vs LIRAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIRMX vs. LIRAX commentary
Jun 16, 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: 13.4B vs. FIRMX (17M). FIRMX pays higher dividends than LIRAX: FIRMX (2.95) vs LIRAX (2.56). 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 : 7.33 vs. FIRMX (6.02). LIRAX return over 5 years is better than : 22.25 vs. FIRMX (10.10).
| 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 | 4.020 | 4.142 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17M | 13.4B | 0% |
| Annual Yield % from dividends | 2.95 | 2.56 | 115% |
| Returns for 1 year | 6.02 | 7.33 | 82% |
| Returns for 3 years | 15.18 | 24.09 | 63% |
| Returns for 5 years | 10.10 | 22.25 | 45% |
| Returns for 10 years | 18.24 | 50.74 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers