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CGVIX vs FMDRX
CGVIX vs FMDRX Comparison
Open Charts CGVIX vs FMDRX
Causeway Global Value Inst
Price$13.97
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets54.98M
Franklin Mutual Global Discovery R6
Price$32.50
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets9.25B
CGVIX vs FMDRX Comparison Chart
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CGVIX vs. FMDRX commentary
Jun 13, 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 StrongBuy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.25B vs. CGVIX (55M). FMDRX pays higher dividends than CGVIX: FMDRX (2.00) vs CGVIX (1.25). 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: 80.00 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 : 4.42 vs. CGVIX (-5.51). CGVIX return over 5 years is better than : 77.82 vs. FMDRX (40.35).
| 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 | 11.798 | 12.827 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55M | 9.25B | 1% |
| Annual Yield % from dividends | 1.25 | 2.00 | 62% |
| Returns for 1 year | -5.51 | 4.42 | -125% |
| Returns for 3 years | 39.95 | 16.36 | 244% |
| Returns for 5 years | 77.82 | 40.35 | 193% |
| Returns for 10 years | 40.75 | 1.43 | 2,846% |
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