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CGVIX vs FMDRX
CGVIX vs FMDRX Comparison
Open Charts CGVIX vs FMDRX
Causeway Global Value Inst
Price$14.56
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets57.33M
Franklin Mutual Global Discovery R6
Price$33.04
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets9.37B
CGVIX vs FMDRX Comparison Chart in %
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CGVIX vs. FMDRX commentary
Jul 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 Buy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.37B vs. CGVIX (57.3M). FMDRX pays higher dividends than CGVIX: FMDRX (1.94) vs CGVIX (1.20). 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 : 5.82 vs. CGVIX (-1.78). CGVIX return over 5 years is better than : 82.20 vs. FMDRX (43.04).
| 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 | 16.212 | 14.848 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3M | 9.37B | 1% |
| Annual Yield % from dividends | 1.20 | 1.94 | 62% |
| Returns for 1 year | -1.78 | 5.82 | -31% |
| Returns for 3 years | 45.47 | 18.69 | 243% |
| Returns for 5 years | 82.20 | 43.04 | 191% |
| Returns for 10 years | 49.57 | 5.06 | 979% |
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