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CGVIX vs FMDRX
CGVIX vs FMDRX Comparison
Open Charts CGVIX vs FMDRX
Causeway Global Value Inst
Price$13.15
Change+$0.15 (+1.15%)
VolumeN/A
Net Assets49.59M
Franklin Mutual Global Discovery R6
Price$30.29
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets9.04B
CGVIX vs FMDRX Comparison Chart
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CGVIX 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 CGVIX is a Buy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.04B vs. CGVIX (49.6M). FMDRX pays higher dividends than CGVIX: FMDRX (1.51) vs CGVIX (0.95). CGVIX was incepted earlier than FMDRX: CGVIX (17 years) vs FMDRX (12 years). CGVIX is a more actively managed with annual turnover of: 80.00 vs. FMDRX (35.47). CGVIX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. FMDRX annual gain was more profitable for investors over the last year : 1.19 vs. CGVIX (-2.48). CGVIX return over 5 years is better than : 36.80 vs. FMDRX (6.96).
| CGVIX | FMDRX | CGVIX / FMDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 4.334 | 5.159 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.6M | 9.04B | 1% |
| Annual Yield % from dividends | 0.95 | 1.51 | 63% |
| Returns for 1 year | -2.48 | 1.19 | -209% |
| Returns for 3 years | 7.32 | -2.76 | -266% |
| Returns for 5 years | 36.80 | 6.96 | 529% |
| Returns for 10 years | 34.41 | -0.84 | -4,073% |
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