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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$13.46
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets472.54M
Franklin Mutual Beacon R6
Price$17.61
Change-$0.24 (-1.34%)
VolumeN/A
Net Assets3.32B
DGEFX vs FMBRX Comparison Chart
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DGEFX vs. FMBRX commentary
Jun 15, 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: 3.32B vs. DGEFX (473M). DGEFX pays higher dividends than FMBRX: DGEFX (2.49) vs FMBRX (1.86). 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 : 17.18 vs. FMBRX (11.34). DGEFX return over 5 years is better than : 72.51 vs. FMBRX (39.14).
| 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 | 8.727 | 12.832 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 3.32B | 14% |
| Annual Yield % from dividends | 2.49 | 1.86 | 134% |
| Returns for 1 year | 17.18 | 11.34 | 152% |
| Returns for 3 years | 34.03 | 20.73 | 164% |
| Returns for 5 years | 72.51 | 39.14 | 185% |
| Returns for 10 years | N/A | 11.47 | - |
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