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BPGIX vs FMDRX
BPGIX vs FMDRX Comparison
Open Charts BPGIX vs FMDRX
Boston Partners Global Equity Instl
Price$24.71
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets243.62M
Franklin Mutual Global Discovery R6
Price$29.72
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets8.57B
BPGIX vs FMDRX Comparison Chart
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BPGIX vs. FMDRX commentary
Apr 24, 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 BPGIX is a Buy and FMDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.57B vs. BPGIX (244M). FMDRX pays higher dividends than BPGIX: FMDRX (2.03) vs BPGIX (1.84). BPGIX was incepted earlier than FMDRX: BPGIX (13 years) vs FMDRX (12 years). BPGIX (1.11) is less costly to investors than FMDRX (0.89). BPGIX is a more actively managed with annual turnover of: 48.00 vs. FMDRX (35.47). BPGIX has a lower initial minimum investment than FMDRX: BPGIX (100000) vs FMDRX (1000000). BPGIX annual gain was more profitable for investors over the last year : 5.95 vs. FMDRX (-4.43). BPGIX return over 5 years is better than : 106.13 vs. FMDRX (37.96).
| BPGIX | FMDRX | BPGIX / FMDRX | |
| Total Expense Ratio | 0.95 | 0.89 | 107% |
| Annual Report Gross Expense Ratio | 1.11 | 0.89 | 125% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 7.719 | 3.102 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 8.57B | 3% |
| Annual Yield % from dividends | 1.84 | 2.03 | 91% |
| Returns for 1 year | 5.95 | -4.43 | -134% |
| Returns for 3 years | 26.77 | -0.84 | -3,171% |
| Returns for 5 years | 106.13 | 37.96 | 280% |
| Returns for 10 years | 75.66 | -9.09 | -833% |