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FIRMX vs LIRPX
FIRMX vs LIRPX Comparison Chart
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FIRMX vs. LIRPX commentary
Apr 28, 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 LIRPX is a Buy.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. FIRMX (17.1M). FIRMX pays higher dividends than LIRPX: FIRMX (2.97) vs LIRPX (2.63). FIRMX was incepted earlier than LIRPX: FIRMX (18 years) vs LIRPX (7 years). FIRMX (0.45) and LIRPX (0.43) have similar cost to investors . FIRMX is a more actively managed with annual turnover of: 33.00 vs. LIRPX (5.00). FIRMX has a lower initial minimum investment than LIRPX: FIRMX (0) vs LIRPX (1000). LIRPX annual gain was more profitable for investors over the last year : 8.64 vs. FIRMX (7.54). LIRPX return over 5 years is better than : 23.85 vs. FIRMX (11.22).
| FIRMX | LIRPX | FIRMX / LIRPX | |
| Total Expense Ratio | 0.45 | 0.39 | 115% |
| Annual Report Gross Expense Ratio | 0.45 | 0.43 | 105% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 2.299 | 1.164 | 197% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.1M | 13.2B | 0% |
| Annual Yield % from dividends | 2.97 | 2.63 | 113% |
| Returns for 1 year | 7.54 | 8.64 | 87% |
| Returns for 3 years | 8.52 | 12.49 | 68% |
| Returns for 5 years | 11.22 | 23.85 | 47% |
| Returns for 10 years | 15.48 | N/A | - |
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