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BPGIX vs FMDRX
BPGIX vs FMDRX Comparison
Open Charts BPGIX vs FMDRX
Boston Partners Global Equity Instl
Price$26.15
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets260.03M
Franklin Mutual Global Discovery R6
Price$31.21
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets9.03B
BPGIX vs FMDRX Comparison Chart
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BPGIX vs. FMDRX commentary
May 15, 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: 9.04B vs. BPGIX (260M). FMDRX pays higher dividends than BPGIX: FMDRX (2.07) vs BPGIX (1.80). BPGIX was incepted earlier than FMDRX: BPGIX (13 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 : 9.62 vs. FMDRX (-0.15). BPGIX return over 5 years is better than : 120.86 vs. FMDRX (48.77).
| BPGIX | FMDRX | BPGIX / FMDRX | |
| Total Expense Ratio | 0.95 | 0.88 | 108% |
| Annual Report Gross Expense Ratio | 1.11 | 0.88 | 126% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 14.605 | 9.620 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 9.04B | 3% |
| Annual Yield % from dividends | 1.80 | 2.07 | 87% |
| Returns for 1 year | 9.62 | -0.15 | -6,259% |
| Returns for 3 years | 37.96 | 8.07 | 470% |
| Returns for 5 years | 120.86 | 48.77 | 248% |
| Returns for 10 years | 85.71 | -3.18 | -2,698% |
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