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BEGRX vs FMDRX
BEGRX vs FMDRX Comparison
Open Charts BEGRX vs FMDRX
Franklin Mutual Beacon Z
Price$16.81
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets3.15B
Franklin Mutual Global Discovery R6
Price$30.89
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets8.91B
BEGRX vs FMDRX Comparison Chart
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BEGRX vs. FMDRX commentary
May 11, 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 Buy and FMDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.91B vs. BEGRX (3.15B). FMDRX pays higher dividends than BEGRX: FMDRX (2.07) vs BEGRX (1.90). 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). FMDRX is a more actively managed with annual turnover of: 34.55 vs. BEGRX (15.03). 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 : 3.35 vs. FMDRX (-1.69). FMDRX return over 5 years is better than : 40.15 vs. BEGRX (35.57).
| 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 | 6.191 | 7.668 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 8.91B | 35% |
| Annual Yield % from dividends | 1.90 | 2.07 | 92% |
| Returns for 1 year | 3.35 | -1.69 | -198% |
| Returns for 3 years | 9.17 | 7.83 | 117% |
| Returns for 5 years | 35.57 | 40.15 | 89% |
| Returns for 10 years | 4.01 | -4.28 | -94% |
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