Ad is loading...
CGVVX vs FMDRX
CGVVX vs FMDRX Comparison
Open Charts CGVVX vs FMDRX
Causeway Global Value I
Price$12.53
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets49.82M
Franklin Mutual Global Discovery R6
Price$30.11
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets8.71B
CGVVX vs FMDRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGVVX vs. FMDRX commentary
Apr 28, 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: 8.72B vs. CGVVX (49.8M). FMDRX pays higher dividends than CGVVX: FMDRX (2.03) vs CGVVX (1.08). CGVVX was incepted earlier than FMDRX: CGVVX (14 years) vs FMDRX (12 years). CGVVX (1.43) is less costly to investors than FMDRX (0.89). CGVVX is a more actively managed with annual turnover of: 80.00 vs. FMDRX (35.47). 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 : -2.31 vs. CGVVX (-9.89). CGVVX return over 5 years is better than : 86.10 vs. FMDRX (40.43).
| CGVVX | FMDRX | CGVVX / FMDRX | |
| Total Expense Ratio | 1.10 | 0.89 | 124% |
| Annual Report Gross Expense Ratio | 1.43 | 0.89 | 161% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 1.457 | 4.949 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 8.72B | 1% |
| Annual Yield % from dividends | 1.08 | 2.03 | 53% |
| Returns for 1 year | -9.89 | -2.31 | 427% |
| Returns for 3 years | 17.76 | 3.64 | 488% |
| Returns for 5 years | 86.10 | 40.43 | 213% |
| Returns for 10 years | 19.95 | -7.46 | -267% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers