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FIRMX vs LIRKX
FIRMX vs LIRKX Comparison Chart
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FIRMX vs. LIRKX 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 LIRKX is a Hold.
FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.2B vs. FIRMX (17.4M). FIRMX (2.93) and LIRKX (2.91) 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 : 7.02 vs. FIRMX (5.51). LIRKX return over 5 years is better than : 24.82 vs. FIRMX (10.44).
| 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 | 2.744 | 2.616 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.4M | 13.2B | 0% |
| Annual Yield % from dividends | 2.93 | 2.91 | 101% |
| Returns for 1 year | 5.51 | 7.02 | 79% |
| Returns for 3 years | 10.13 | 17.53 | 58% |
| Returns for 5 years | 10.44 | 24.82 | 42% |
| Returns for 10 years | 16.07 | 50.92 | 32% |
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