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CGVVX vs FMDRX
CGVVX vs FMDRX Comparison
Open Charts CGVVX vs FMDRX
Causeway Global Value I
Price$13.22
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets53.16M
Franklin Mutual Global Discovery R6
Price$31.37
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets9.16B
CGVVX vs FMDRX Comparison Chart
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CGVVX vs. FMDRX commentary
May 23, 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 CGVVX is a StrongBuy and FMDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.16B vs. CGVVX (53.2M). FMDRX pays higher dividends than CGVVX: FMDRX (2.07) vs CGVVX (1.09). CGVVX was incepted earlier than FMDRX: CGVVX (14 years) vs FMDRX (12 years). CGVVX (1.43) is less costly to investors than FMDRX (0.88). CGVVX is a more actively managed with annual turnover of: 80.00 vs. FMDRX (34.55). CGVVX has a lower initial minimum investment than FMDRX: CGVVX (5000) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : 0.25 vs. CGVVX (-9.49). CGVVX return over 5 years is better than : 88.19 vs. FMDRX (46.04).
| CGVVX | FMDRX | CGVVX / FMDRX | |
| Total Expense Ratio | 1.10 | 0.88 | 125% |
| Annual Report Gross Expense Ratio | 1.43 | 0.88 | 163% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 8.583 | 11.049 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2M | 9.16B | 1% |
| Annual Yield % from dividends | 1.09 | 2.07 | 52% |
| Returns for 1 year | -9.49 | 0.25 | -3,868% |
| Returns for 3 years | 27.43 | 9.19 | 298% |
| Returns for 5 years | 88.19 | 46.04 | 192% |
| Returns for 10 years | 29.91 | -2.63 | -1,137% |
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