Interact to see
Advertisement
Advertisement
FRTCX vs LIRAX
FRTCX vs LIRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRTCX vs. LIRAX commentary
Nov 20, 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 FRTCX is a Hold and LIRAX is a Hold.
FUNDAMENTALS
Fundamentals
LIRAX has more cash in the bank: 13.2B vs. FRTCX (44.2M). FRTCX pays higher dividends than LIRAX: FRTCX (4.25) vs LIRAX (0.75). FRTCX was incepted earlier than LIRAX: FRTCX (19 years) vs LIRAX (14 years). FRTCX (2.20) is less costly to investors than LIRAX (0.42). LIRAX (39.00) and FRTCX (38.32) have comparable annual turnover. FRTCX (1000) and LIRAX (1000) have matching initial minimum investment requirements. LIRAX annual gain was more profitable for investors over the last year : 9.42 vs. FRTCX (6.47). LIRAX return over 5 years is better than : 19.24 vs. FRTCX (14.51).
| FRTCX | LIRAX | FRTCX / LIRAX | |
| Total Expense Ratio | 1.51 | 0.39 | 387% |
| Annual Report Gross Expense Ratio | 2.20 | 0.42 | 524% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 7.053 | 10.247 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 13.2B | 0% |
| Annual Yield % from dividends | 4.25 | 0.75 | 564% |
| Returns for 1 year | 6.47 | 9.42 | 69% |
| Returns for 3 years | 27.38 | 30.40 | 90% |
| Returns for 5 years | 14.51 | 19.24 | 75% |
| Returns for 10 years | 31.54 | 62.16 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TMLAX | 8.75 | N/A | N/A |
| Transamerica Energy Infrastructure A | |||
| FEAMX | 16.44 | -0.01 | -0.06% |
| First Eagle Rising Dividend Fund C | |||
| ACGIX | 23.13 | -0.02 | -0.09% |
| Invesco Growth and Income A | |||
| RIDGX | 27.33 | -0.06 | -0.22% |
| American Funds Income Fund of Amer R6 | |||
| JSVPX | 25.69 | -0.09 | -0.35% |
| JPMorgan Small Cap Value R3 | |||