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BEGRX vs FMDRX
BEGRX vs FMDRX Comparison
Open Charts BEGRX vs FMDRX
Franklin Mutual Beacon Z
Price$15.76
Change+$0.29 (+1.87%)
VolumeN/A
Net Assets2.92B
Franklin Mutual Global Discovery R6
Price$28.89
Change+$0.53 (+1.87%)
VolumeN/A
Net Assets8.25B
BEGRX vs FMDRX Comparison Chart
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BEGRX vs. FMDRX commentary
Apr 12, 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 BEGRX is a Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.25B vs. BEGRX (2.92B). FMDRX pays higher dividends than BEGRX: FMDRX (2.03) vs BEGRX (1.87). BEGRX was incepted earlier than FMDRX: BEGRX (63 years) vs FMDRX (12 years). FMDRX (0.89) is less costly to investors than BEGRX (0.77). BEGRX is a more actively managed with annual turnover of: 44.54 vs. FMDRX (35.47). BEGRX has a lower initial minimum investment than FMDRX: BEGRX (100000) vs FMDRX (1000000). BEGRX annual gain was more profitable for investors over the last year : -3.50 vs. FMDRX (-8.37). FMDRX return over 5 years is better than : 28.34 vs. BEGRX (25.15).
| BEGRX | FMDRX | BEGRX / FMDRX | |
| Total Expense Ratio | 0.77 | 0.89 | 87% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 63 years | 12 years | - |
| Gain YTD | -2.274 | -1.150 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 8.25B | 35% |
| Annual Yield % from dividends | 1.87 | 2.03 | 92% |
| Returns for 1 year | -3.50 | -8.37 | 42% |
| Returns for 3 years | -5.60 | -4.84 | 116% |
| Returns for 5 years | 25.15 | 28.34 | 89% |
| Returns for 10 years | -5.63 | -12.54 | 45% |
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