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AGLYX vs FMDRX
AGLYX vs FMDRX Comparison
Open Charts AGLYX vs FMDRX
Ariel Global Institutional
Price$12.37
Change+$0.08 (+0.65%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Global Discovery R6
Price$28.50
Change-$2.83 (-9.03%)
VolumeN/A
CapitalizationN/A
AGLYX vs FMDRX Comparison Chart
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AGLYX vs. FMDRX commentary
Dec 24, 2024
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 AGLYX is a Hold and FMDRX is a StrongSell.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 7.94B vs. AGLYX (47.5M). AGLYX pays higher dividends than FMDRX: AGLYX (5.08) vs FMDRX (1.51). AGLYX was incepted earlier than FMDRX: AGLYX (13 years) vs FMDRX (12 years). FMDRX is a more actively managed with annual turnover of: 35.47 vs. AGLYX (31.00). AGLYX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. FMDRX annual gain was more profitable for investors over the last year : -3.78 vs. AGLYX (-15.64). FMDRX return over 5 years is better than : -2.49 vs. AGLYX (-5.15).
| AGLYX | FMDRX | AGLYX / FMDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -16.490 | -4.539 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.5M | 7.94B | 1% |
| Annual Yield % from dividends | 5.08 | 1.51 | 336% |
| Returns for 1 year | -15.64 | -3.78 | 414% |
| Returns for 3 years | -20.22 | -3.97 | 510% |
| Returns for 5 years | -5.15 | -2.49 | 207% |
| Returns for 10 years | 14.95 | -7.48 | -200% |
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