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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$13.11
Change+$0.10 (+0.77%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Beacon R6
Price$17.59
Change+$0.10 (+0.57%)
VolumeN/A
CapitalizationN/A
DGEFX vs FMBRX Comparison Chart
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DGEFX vs. FMBRX commentary
Nov 23, 2024
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 StrongBuy and FMBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.25B vs. DGEFX (531M). 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 : 22.67 vs. FMBRX (14.66). DGEFX return over 5 years is better than : 41.23 vs. FMBRX (15.11).
| 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 | 16.711 | 12.303 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 3.25B | 16% |
| Annual Yield % from dividends | 2.98 | 1.89 | 157% |
| Returns for 1 year | 22.67 | 14.66 | 155% |
| Returns for 3 years | 22.88 | -3.82 | -599% |
| Returns for 5 years | 41.23 | 15.11 | 273% |
| Returns for 10 years | N/A | 6.29 | - |
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