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BEGRX vs FMDRX
BEGRX vs FMDRX Comparison
Open Charts BEGRX vs FMDRX
Franklin Mutual Beacon Z
Price$16.54
Change-$0.23 (-1.37%)
VolumeN/A
Net Assets3.18B
Franklin Mutual Global Discovery R6
Price$30.68
Change-$0.27 (-0.87%)
VolumeN/A
Net Assets9.11B
BEGRX vs FMDRX Comparison Chart
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BEGRX vs. FMDRX commentary
Mar 13, 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 Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.11B vs. BEGRX (3.18B). FMDRX pays higher dividends than BEGRX: FMDRX (2.03) vs BEGRX (1.84). 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 : 4.81 vs. FMDRX (0.60). FMDRX return over 5 years is better than : 56.03 vs. BEGRX (50.33).
| 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 | 5.938 | 7.877 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.18B | 9.11B | 35% |
| Annual Yield % from dividends | 1.84 | 2.03 | 90% |
| Returns for 1 year | 4.81 | 0.60 | 798% |
| Returns for 3 years | 6.78 | 7.85 | 86% |
| Returns for 5 years | 50.33 | 56.03 | 90% |
| Returns for 10 years | 6.24 | -1.08 | -576% |
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