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BPGIX vs FMDRX
BPGIX vs FMDRX Comparison
Open Charts BPGIX vs FMDRX
Boston Partners Global Equity Instl
Price$28.00
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets273.43M
Franklin Mutual Global Discovery R6
Price$32.38
Change-$0.11 (-0.34%)
VolumeN/A
Net Assets9.14B
BPGIX vs FMDRX Comparison Chart in %
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BPGIX vs. FMDRX commentary
Aug 12, 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 StrongBuy and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.14B vs. BPGIX (273M). FMDRX pays higher dividends than BPGIX: FMDRX (1.98) vs BPGIX (1.66). 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 : 19.62 vs. FMDRX (4.97). BPGIX return over 5 years is better than : 96.68 vs. FMDRX (32.71).
| 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 | 23.158 | 13.245 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 9.14B | 3% |
| Annual Yield % from dividends | 1.66 | 1.98 | 84% |
| Returns for 1 year | 19.62 | 4.97 | 394% |
| Returns for 3 years | 46.84 | 10.48 | 447% |
| Returns for 5 years | 96.68 | 32.71 | 296% |
| Returns for 10 years | 106.04 | 3.35 | 3,163% |
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