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CGVIX vs FMDRX
CGVIX vs FMDRX Comparison
Open Charts CGVIX vs FMDRX
Causeway Global Value Inst
Price$13.43
Change-$0.10 (-0.74%)
VolumeN/A
Net Assets51.34M
Franklin Mutual Global Discovery R6
Price$31.13
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets9.2B
CGVIX vs FMDRX Comparison Chart
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CGVIX vs. FMDRX commentary
Mar 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.2B vs. CGVIX (51.3M). 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 : 2.03 vs. CGVIX (-2.48). CGVIX return over 5 years is better than : 55.58 vs. FMDRX (18.02).
| 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 | 8.587 | 8.540 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.3M | 9.2B | 1% |
| Annual Yield % from dividends | 0.95 | 1.51 | 63% |
| Returns for 1 year | -2.48 | 2.03 | -122% |
| Returns for 3 years | 24.10 | 7.58 | 318% |
| Returns for 5 years | 55.58 | 18.02 | 308% |
| Returns for 10 years | 37.91 | -1.20 | -3,156% |
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