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BEGRX vs FMDRX
BEGRX vs FMDRX Comparison
Open Charts BEGRX vs FMDRX
Franklin Mutual Beacon Z
Price$16.87
Change-$0.14 (-0.82%)
VolumeN/A
Net Assets3.21B
Franklin Mutual Global Discovery R6
Price$30.94
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets9.16B
BEGRX vs FMDRX Comparison Chart
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BEGRX vs. FMDRX commentary
Feb 23, 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: 9.16B vs. BEGRX (3.21B). BEGRX pays higher dividends than FMDRX: BEGRX (1.84) vs FMDRX (1.51). BEGRX was incepted earlier than FMDRX: BEGRX (63 years) vs FMDRX (12 years). 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 : 6.54 vs. FMDRX (1.64). BEGRX return over 5 years is better than : 9.58 vs. FMDRX (7.20).
| BEGRX | FMDRX | BEGRX / FMDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 63 years | 12 years | - |
| Gain YTD | 6.570 | 7.842 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 9.16B | 35% |
| Annual Yield % from dividends | 1.84 | 1.51 | 121% |
| Returns for 1 year | 6.54 | 1.64 | 400% |
| Returns for 3 years | -0.89 | 0.91 | -98% |
| Returns for 5 years | 9.58 | 7.20 | 133% |
| Returns for 10 years | 5.22 | -2.88 | -181% |
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