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BCGDX vs FMDRX
BCGDX vs FMDRX Comparison
Open Charts BCGDX vs FMDRX
Blue Current Global Dividend Instl
Price$16.21
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets76.97M
Franklin Mutual Global Discovery R6
Price$29.72
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets8.57B
BCGDX vs FMDRX Comparison Chart
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BCGDX vs. FMDRX commentary
Apr 24, 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 Buy and FMDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.57B vs. BCGDX (77M). 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 : 9.86 vs. FMDRX (-4.43). BCGDX return over 5 years is better than : 78.21 vs. FMDRX (37.96).
| 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 | 3.619 | 3.102 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77M | 8.57B | 1% |
| Annual Yield % from dividends | 1.57 | 2.03 | 77% |
| Returns for 1 year | 9.86 | -4.43 | -223% |
| Returns for 3 years | 25.98 | -0.84 | -3,077% |
| Returns for 5 years | 78.21 | 37.96 | 206% |
| Returns for 10 years | 90.74 | -9.09 | -998% |
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