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FRHMX vs LIRIX
FRHMX vs LIRIX Comparison Chart in %
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FRHMX vs. LIRIX commentary
Sep 09, 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 FRHMX is a Hold and LIRIX is a Buy.
FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.3B vs. FRHMX (17.3M). FRHMX pays higher dividends than LIRIX: FRHMX (3.09) vs LIRIX (2.68). FRHMX was incepted earlier than LIRIX: FRHMX (6 years) vs LIRIX (14 years). FRHMX (0.25) is less costly to investors than LIRIX (0.17). LIRIX is a more actively managed with annual turnover of: 39.00 vs. FRHMX (33.00). FRHMX has a lower initial minimum investment than LIRIX: FRHMX (0) vs LIRIX (2000000). LIRIX annual gain was more profitable for investors over the last year : 9.32 vs. FRHMX (7.19). LIRIX return over 5 years is better than : 23.51 vs. FRHMX (11.35).
| FRHMX | LIRIX | FRHMX / LIRIX | |
| Total Expense Ratio | 0.25 | 0.14 | 179% |
| Annual Report Gross Expense Ratio | 0.25 | 0.17 | 147% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 7.888 | 9.223 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3M | 13.3B | 0% |
| Annual Yield % from dividends | 3.09 | 2.68 | 115% |
| Returns for 1 year | 7.19 | 9.32 | 77% |
| Returns for 3 years | 20.19 | 27.05 | 75% |
| Returns for 5 years | 11.35 | 23.51 | 48% |
| Returns for 10 years | N/A | 66.90 | - |
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