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CGVIX vs FMDRX
CGVIX vs FMDRX Comparison
Open Charts CGVIX vs FMDRX
Causeway Global Value Inst
Price$14.56
Change+$0.22 (+1.53%)
VolumeN/A
Net Assets59.25M
Franklin Mutual Global Discovery R6
Price$32.05
Change+$0.31 (+0.98%)
VolumeN/A
Net Assets9.04B
CGVIX vs FMDRX Comparison Chart in %
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CGVIX vs. FMDRX commentary
Aug 06, 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 Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.04B vs. CGVIX (59.2M). FMDRX pays higher dividends than CGVIX: FMDRX (1.98) vs CGVIX (1.18). CGVIX was incepted earlier than FMDRX: CGVIX (17 years) vs FMDRX (12 years). CGVIX (1.19) is less costly to investors than FMDRX (0.88). CGVIX is a more actively managed with annual turnover of: 85.00 vs. FMDRX (34.55). CGVIX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. FMDRX annual gain was more profitable for investors over the last year : 1.84 vs. CGVIX (-1.67). CGVIX return over 5 years is better than : 76.43 vs. FMDRX (33.75).
| CGVIX | FMDRX | CGVIX / FMDRX | |
| Total Expense Ratio | 0.85 | 0.88 | 97% |
| Annual Report Gross Expense Ratio | 1.19 | 0.88 | 135% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 15.088 | 10.631 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2M | 9.04B | 1% |
| Annual Yield % from dividends | 1.18 | 1.98 | 60% |
| Returns for 1 year | -1.67 | 1.84 | -91% |
| Returns for 3 years | 37.77 | 11.36 | 333% |
| Returns for 5 years | 76.43 | 33.75 | 226% |
| Returns for 10 years | 45.79 | 0.24 | 19,432% |
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