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FIRMX vs LIRIX
FIRMX vs LIRIX Comparison Chart in %
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FIRMX vs. LIRIX commentary
Sep 09, 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 LIRIX is a Buy.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.3B vs. FIRMX (17.3M). FIRMX pays higher dividends than LIRIX: FIRMX (2.88) vs LIRIX (2.68). FIRMX was incepted earlier than LIRIX: FIRMX (18 years) vs LIRIX (14 years). FIRMX (0.45) is less costly to investors than LIRIX (0.17). LIRIX is a more actively managed with annual turnover of: 39.00 vs. FIRMX (33.00). FIRMX has a lower initial minimum investment than LIRIX: FIRMX (0) vs LIRIX (2000000). LIRIX annual gain was more profitable for investors over the last year : 8.71 vs. FIRMX (6.67). LIRIX return over 5 years is better than : 23.33 vs. FIRMX (10.18).
| FIRMX | LIRIX | FIRMX / LIRIX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.17 | 265% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 7.763 | 9.223 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.3M | 13.3B | 0% |
| Annual Yield % from dividends | 2.88 | 2.68 | 107% |
| Returns for 1 year | 6.67 | 8.71 | 77% |
| Returns for 3 years | 19.06 | 29.09 | 66% |
| Returns for 5 years | 10.18 | 23.33 | 44% |
| Returns for 10 years | 25.47 | 67.05 | 38% |
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