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FIRMX vs LIRIX
FIRMX vs LIRIX Comparison Chart
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FIRMX vs. LIRIX 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 LIRIX is a Hold.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.4B vs. FIRMX (17M). FIRMX (2.95) and LIRIX (2.82) have matching dividends . 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 : 7.59 vs. FIRMX (6.02). LIRIX return over 5 years is better than : 23.81 vs. FIRMX (10.10).
| 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 | 4.020 | 4.285 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17M | 13.4B | 0% |
| Annual Yield % from dividends | 2.95 | 2.82 | 105% |
| Returns for 1 year | 6.02 | 7.59 | 79% |
| Returns for 3 years | 15.18 | 25.04 | 61% |
| Returns for 5 years | 10.10 | 23.81 | 42% |
| Returns for 10 years | 18.24 | 54.23 | 34% |