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FIRMX vs LIRKX
FIRMX vs LIRKX Comparison Chart
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FIRMX vs. LIRKX 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 LIRKX is a Hold.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.4B vs. FIRMX (17M). FIRMX (2.95) and LIRKX (2.87) have matching dividends . FIRMX was incepted earlier than LIRKX: FIRMX (18 years) vs LIRKX (14 years). FIRMX (0.45) is less costly to investors than LIRKX (0.12). LIRKX is a more actively managed with annual turnover of: 39.00 vs. FIRMX (33.00). FIRMX has a lower initial minimum investment than LIRKX: FIRMX (0) vs LIRKX (5000000). LIRKX annual gain was more profitable for investors over the last year : 7.65 vs. FIRMX (6.02). LIRKX return over 5 years is better than : 24.03 vs. FIRMX (10.10).
| FIRMX | LIRKX | FIRMX / LIRKX | |
| Total Expense Ratio | 0.45 | 0.09 | 500% |
| Annual Report Gross Expense Ratio | 0.45 | 0.12 | 375% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 4.020 | 4.288 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17M | 13.4B | 0% |
| Annual Yield % from dividends | 2.95 | 2.87 | 103% |
| Returns for 1 year | 6.02 | 7.65 | 79% |
| Returns for 3 years | 15.18 | 25.13 | 60% |
| Returns for 5 years | 10.10 | 24.03 | 42% |
| Returns for 10 years | 18.24 | 54.98 | 33% |
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