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BPGIX vs FMDRX
BPGIX vs FMDRX Comparison
Open Charts BPGIX vs FMDRX
Boston Partners Global Equity Instl
Price$22.66
Change-$0.55 (-2.37%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Global Discovery R6
Price$31.40
Change-$0.70 (-2.18%)
VolumeN/A
CapitalizationN/A
BPGIX vs FMDRX Comparison Chart
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BPGIX vs. FMDRX commentary
Dec 19, 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 BPGIX is a Hold and FMDRX is a StrongSell.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.96B vs. BPGIX (225M). BPGIX pays higher dividends than FMDRX: BPGIX (1.80) vs FMDRX (1.51). BPGIX was incepted earlier than FMDRX: BPGIX (13 years) vs FMDRX (12 years). BPGIX is a more actively managed with annual turnover of: 51.00 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 : 7.69 vs. FMDRX (1.32). BPGIX return over 5 years is better than : 45.90 vs. FMDRX (4.85).
| BPGIX | FMDRX | BPGIX / FMDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 5.861 | 5.293 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 8.96B | 3% |
| Annual Yield % from dividends | 1.80 | 1.51 | 119% |
| Returns for 1 year | 7.69 | 1.32 | 582% |
| Returns for 3 years | 19.80 | 6.79 | 292% |
| Returns for 5 years | 45.90 | 4.85 | 947% |
| Returns for 10 years | 78.40 | 2.79 | 2,813% |