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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$13.17
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets473.72M
Franklin Mutual Beacon R6
Price$17.14
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets3.21B
DGEFX vs FMBRX Comparison Chart
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DGEFX vs. FMBRX 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 DGEFX is a Buy and FMBRX is a Buy.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.21B vs. DGEFX (474M). DGEFX pays higher dividends than FMBRX: DGEFX (2.57) vs FMBRX (1.95). DGEFX was incepted earlier than FMBRX: DGEFX (8 years) vs FMBRX (12 years). DGEFX (1.08) is less costly to investors than FMBRX (0.72). DGEFX is a more actively managed with annual turnover of: 45.00 vs. FMBRX (15.03). DGEFX has a lower initial minimum investment than FMBRX: DGEFX (0) vs FMBRX (1000000). DGEFX annual gain was more profitable for investors over the last year : 11.92 vs. FMBRX (5.10). DGEFX return over 5 years is better than : 74.45 vs. FMBRX (40.59).
| DGEFX | FMBRX | DGEFX / FMBRX | |
| Total Expense Ratio | 0.96 | 0.72 | 133% |
| Annual Report Gross Expense Ratio | 1.08 | 0.72 | 150% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 5.764 | 8.660 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 3.21B | 15% |
| Annual Yield % from dividends | 2.57 | 1.95 | 132% |
| Returns for 1 year | 11.92 | 5.10 | 234% |
| Returns for 3 years | 22.56 | 7.80 | 289% |
| Returns for 5 years | 74.45 | 40.59 | 183% |
| Returns for 10 years | N/A | 5.17 | - |
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