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BGEAX vs FMDRX
BGEAX vs FMDRX Comparison
Open Charts BGEAX vs FMDRX
Brandes Global Equity A
Price$31.39
Change-$0.28 (-0.88%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Global Discovery R6
Price$33.13
Change-$0.29 (-0.87%)
VolumeN/A
CapitalizationN/A
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BGEAX vs FMDRX Comparison Chart
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BGEAX vs. FMDRX commentary
Sep 21, 2024
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 BGEAX is a Buy and FMDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.54B vs. BGEAX (52.7M). BGEAX pays higher dividends than FMDRX: BGEAX (1.65) vs FMDRX (1.51). BGEAX was incepted earlier than FMDRX: BGEAX (14 years) vs FMDRX (11 years). FMDRX is a more actively managed with annual turnover of: 35.47 vs. BGEAX (17.28). BGEAX has a lower initial minimum investment than FMDRX: BGEAX (2500) vs FMDRX (1000000). BGEAX annual gain was more profitable for investors over the last year : 22.96 vs. FMDRX (10.56). BGEAX return over 5 years is better than : 58.19 vs. FMDRX (12.26).
| BGEAX | FMDRX | BGEAX / FMDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 14.940 | 8.552 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.7M | 9.54B | 1% |
| Annual Yield % from dividends | 1.65 | 1.51 | 109% |
| Returns for 1 year | 22.96 | 10.56 | 217% |
| Returns for 3 years | 27.95 | 5.75 | 486% |
| Returns for 5 years | 58.19 | 12.26 | 474% |
| Returns for 10 years | 42.87 | 2.41 | 1,781% |
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