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BPGIX vs FMDRX
BPGIX vs FMDRX Comparison
Open Charts BPGIX vs FMDRX
Boston Partners Global Equity Instl
Price$24.04
Change+$0.23 (+0.97%)
VolumeN/A
Net Assets231.33M
Franklin Mutual Global Discovery R6
Price$30.29
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets9.04B
BPGIX vs FMDRX Comparison Chart
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BPGIX vs. FMDRX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.04B vs. BPGIX (231M). 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 : 9.43 vs. FMDRX (1.19). BPGIX return over 5 years is better than : 54.16 vs. FMDRX (6.96).
| 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 | 4.430 | 5.159 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 9.04B | 3% |
| Annual Yield % from dividends | 1.80 | 1.51 | 119% |
| Returns for 1 year | 9.43 | 1.19 | 794% |
| Returns for 3 years | 18.32 | -2.76 | -664% |
| Returns for 5 years | 54.16 | 6.96 | 778% |
| Returns for 10 years | 84.64 | -0.84 | -10,020% |