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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$12.87
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets511.6M
Franklin Mutual Beacon R6
Price$16.35
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets3.16B
DGEFX vs FMBRX Comparison Chart
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DGEFX vs. FMBRX commentary
Jan 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: 3.16B vs. DGEFX (512M). DGEFX pays higher dividends than FMBRX: DGEFX (2.98) vs FMBRX (1.89). DGEFX was incepted earlier than FMBRX: DGEFX (8 years) vs FMBRX (12 years). DGEFX (46.00) and FMBRX (44.54) have comparable annual turnover. 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 : 17.17 vs. FMBRX (6.61). DGEFX return over 5 years is better than : 37.11 vs. FMBRX (5.29).
| DGEFX | FMBRX | DGEFX / FMBRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 2.713 | 3.350 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 3.16B | 16% |
| Annual Yield % from dividends | 2.98 | 1.89 | 157% |
| Returns for 1 year | 17.17 | 6.61 | 260% |
| Returns for 3 years | 19.20 | -4.16 | -461% |
| Returns for 5 years | 37.11 | 5.29 | 701% |
| Returns for 10 years | N/A | 5.87 | - |
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