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BPGIX vs FMDRX
BPGIX vs FMDRX Comparison
Open Charts BPGIX vs FMDRX
Boston Partners Global Equity Instl
Price$29.29
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets284.52M
Franklin Mutual Global Discovery R6
Price$33.85
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets9.53B
BPGIX vs FMDRX Comparison Chart in %
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BPGIX vs. FMDRX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.53B vs. BPGIX (285M). FMDRX pays higher dividends than BPGIX: FMDRX (1.87) vs BPGIX (1.58). BPGIX was incepted earlier than FMDRX: BPGIX (14 years) vs FMDRX (12 years). BPGIX (1.11) is less costly to investors than FMDRX (0.88). BPGIX is a more actively managed with annual turnover of: 48.00 vs. FMDRX (34.55). 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 : 18.40 vs. FMDRX (4.56). BPGIX return over 5 years is better than : 111.12 vs. FMDRX (42.32).
| BPGIX | FMDRX | BPGIX / FMDRX | |
| Total Expense Ratio | 0.95 | 0.88 | 108% |
| Annual Report Gross Expense Ratio | 1.11 | 0.88 | 126% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 28.684 | 17.951 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 9.53B | 3% |
| Annual Yield % from dividends | 1.58 | 1.87 | 84% |
| Returns for 1 year | 18.40 | 4.56 | 404% |
| Returns for 3 years | 73.40 | 35.42 | 207% |
| Returns for 5 years | 111.12 | 42.32 | 263% |
| Returns for 10 years | 125.06 | 14.32 | 873% |
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