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AGLYX vs FMDRX
AGLYX vs FMDRX Comparison
Open Charts AGLYX vs FMDRX
Ariel Global Institutional
Price$13.37
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets50.38M
Franklin Mutual Global Discovery R6
Price$30.94
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets9.16B
AGLYX vs FMDRX Comparison Chart
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AGLYX vs. FMDRX commentary
Feb 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 AGLYX is a StrongBuy and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.16B vs. AGLYX (50.4M). 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 : 1.64 vs. AGLYX (-11.46). FMDRX return over 5 years is better than : 7.20 vs. AGLYX (0.98).
| 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 | 7.997 | 7.842 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4M | 9.16B | 1% |
| Annual Yield % from dividends | 5.08 | 1.51 | 336% |
| Returns for 1 year | -11.46 | 1.64 | -700% |
| Returns for 3 years | -14.02 | 0.91 | -1,534% |
| Returns for 5 years | 0.98 | 7.20 | 14% |
| Returns for 10 years | 20.56 | -2.88 | -713% |
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