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APDGX vs FMDRX
APDGX vs FMDRX Comparison
Open Charts APDGX vs FMDRX
Artisan Global Value Advisor
Price$21.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.55B
Franklin Mutual Global Discovery R6
Price$27.52
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets8.11B
APDGX vs FMDRX Comparison Chart
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APDGX vs. FMDRX commentary
Apr 10, 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 APDGX is a Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.11B vs. APDGX (2.55B). FMDRX pays higher dividends than APDGX: FMDRX (2.03) vs APDGX (1.11). APDGX was incepted earlier than FMDRX: APDGX (10 years) vs FMDRX (12 years). APDGX (1.12) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 35.47 vs. APDGX (16.35). APDGX has a lower initial minimum investment than FMDRX: APDGX (250000) vs FMDRX (1000000). APDGX annual gain was more profitable for investors over the last year : -1.08 vs. FMDRX (-11.26). APDGX return over 5 years is better than : 65.50 vs. FMDRX (25.99).
| APDGX | FMDRX | APDGX / FMDRX | |
| Total Expense Ratio | 1.12 | 0.89 | 126% |
| Annual Report Gross Expense Ratio | 1.12 | 0.89 | 126% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -0.273 | -2.963 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 8.11B | 31% |
| Annual Yield % from dividends | 1.11 | 2.03 | 55% |
| Returns for 1 year | -1.08 | -11.26 | 10% |
| Returns for 3 years | 12.29 | -7.51 | -164% |
| Returns for 5 years | 65.50 | 25.99 | 252% |
| Returns for 10 years | 49.63 | -14.24 | -348% |
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