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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
Franklin Mutual Beacon R6
Price$18.65
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets3.39B
DGEFX vs FMBRX Comparison Chart in %
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DGEFX vs. FMBRX commentary
Oct 19, 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 Hold and FMBRX is a Buy.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.39B vs. DGEFX (478M). DGEFX pays higher dividends than FMBRX: DGEFX (2.18) vs FMBRX (1.73). DGEFX was incepted earlier than FMBRX: DGEFX (9 years) vs FMBRX (12 years). DGEFX (1.07) 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 : 11.86 vs. FMBRX (9.14). DGEFX return over 5 years is better than : 75.47 vs. FMBRX (39.55).
| DGEFX | FMBRX | DGEFX / FMBRX | |
| Total Expense Ratio | 0.94 | 0.72 | 131% |
| Annual Report Gross Expense Ratio | 1.07 | 0.72 | 149% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 15.606 | 17.889 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 3.39B | 14% |
| Annual Yield % from dividends | 2.18 | 1.73 | 126% |
| Returns for 1 year | 11.86 | 9.14 | 130% |
| Returns for 3 years | 47.24 | 39.35 | 120% |
| Returns for 5 years | 75.47 | 39.55 | 191% |
| Returns for 10 years | N/A | 28.57 | - |
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