Ad is loading...
BCGDX vs FMDRX
BCGDX vs FMDRX Comparison
Open Charts BCGDX vs FMDRX
Blue Current Global Dividend Instl
Price$16.05
Change-$0.42 (-2.55%)
VolumeN/A
Net Assets78.66M
Franklin Mutual Global Discovery R6
Price$30.27
Change-$0.98 (-3.14%)
VolumeN/A
Net Assets9.12B
BCGDX vs FMDRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BCGDX vs. FMDRX commentary
Apr 04, 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 BCGDX is a Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.12B vs. BCGDX (78.7M). FMDRX pays higher dividends than BCGDX: FMDRX (2.03) vs BCGDX (1.57). BCGDX was incepted earlier than FMDRX: BCGDX (11 years) vs FMDRX (12 years). BCGDX (1.44) is less costly to investors than FMDRX (0.89). BCGDX is a more actively managed with annual turnover of: 46.00 vs. FMDRX (35.47). BCGDX has a lower initial minimum investment than FMDRX: BCGDX (100000) vs FMDRX (1000000). BCGDX annual gain was more profitable for investors over the last year : 10.68 vs. FMDRX (-0.48). BCGDX return over 5 years is better than : 100.72 vs. FMDRX (58.66).
| BCGDX | FMDRX | BCGDX / FMDRX | |
| Total Expense Ratio | 1.00 | 0.89 | 112% |
| Annual Report Gross Expense Ratio | 1.44 | 0.89 | 162% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 6.000 | 8.923 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.7M | 9.12B | 1% |
| Annual Yield % from dividends | 1.57 | 2.03 | 77% |
| Returns for 1 year | 10.68 | -0.48 | -2,227% |
| Returns for 3 years | 24.99 | 3.22 | 776% |
| Returns for 5 years | 100.72 | 58.66 | 172% |
| Returns for 10 years | 98.63 | -2.11 | -4,684% |
View a ticker or compare two or three
VS
VS
Ad is loading...