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FIRMX vs LIRPX
FIRMX vs LIRPX Comparison Chart in %
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FIRMX vs. LIRPX commentary
Jul 18, 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 (17.1M). FIRMX pays higher dividends than LIRPX: FIRMX (2.91) vs LIRPX (2.49). 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 : 6.04 vs. FIRMX (5.21). LIRPX return over 5 years is better than : 20.31 vs. FIRMX (8.74).
| 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 | 4.934 | 5.531 | 89% |
| 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 | 2.91 | 2.49 | 117% |
| Returns for 1 year | 5.21 | 6.04 | 86% |
| Returns for 3 years | 14.78 | 23.88 | 62% |
| Returns for 5 years | 8.74 | 20.31 | 43% |
| Returns for 10 years | 18.88 | N/A | - |
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