Interact to see
Advertisement
Advertisement
FIRMX vs LIRPX
FIRMX vs LIRPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIRMX vs. LIRPX 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 LIRPX is a Hold.
FUNDAMENTALS
Fundamentals
LIRPX has more cash in the bank: 13.2B vs. FIRMX (17.4M). FIRMX pays higher dividends than LIRPX: FIRMX (2.93) vs LIRPX (2.62). FIRMX was incepted earlier than LIRPX: FIRMX (18 years) vs LIRPX (7 years). FIRMX (0.45) is less costly to investors than LIRPX (0.42). LIRPX is a more actively managed with annual turnover of: 39.00 vs. FIRMX (33.00). 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 : 6.64 vs. FIRMX (5.51). LIRPX return over 5 years is better than : 22.99 vs. FIRMX (10.44).
| FIRMX | LIRPX | FIRMX / LIRPX | |
| Total Expense Ratio | 0.45 | 0.39 | 115% |
| Annual Report Gross Expense Ratio | 0.45 | 0.42 | 107% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 2.744 | 2.475 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.4M | 13.2B | 0% |
| Annual Yield % from dividends | 2.93 | 2.62 | 112% |
| Returns for 1 year | 5.51 | 6.64 | 83% |
| Returns for 3 years | 10.13 | 16.40 | 62% |
| Returns for 5 years | 10.44 | 22.99 | 45% |
| Returns for 10 years | 16.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement