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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$14.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets476.22M
Franklin Mutual Beacon R6
Price$18.62
Change+$0.17 (+0.92%)
VolumeN/A
Net Assets3.4B
DGEFX vs FMBRX Comparison Chart in %
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DGEFX vs. FMBRX commentary
Sep 08, 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: 3.4B vs. DGEFX (476M). DGEFX pays higher dividends than FMBRX: DGEFX (2.34) vs FMBRX (1.75). DGEFX was incepted earlier than FMBRX: DGEFX (8 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 : 14.31 vs. FMBRX (10.37). DGEFX return over 5 years is better than : 73.64 vs. FMBRX (38.99).
| DGEFX | FMBRX | DGEFX / FMBRX | |
| Total Expense Ratio | 0.94 | 0.72 | 131% |
| Annual Report Gross Expense Ratio | 1.07 | 0.72 | 149% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 13.935 | 17.257 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 3.4B | 14% |
| Annual Yield % from dividends | 2.34 | 1.75 | 134% |
| Returns for 1 year | 14.31 | 10.37 | 138% |
| Returns for 3 years | 39.91 | 29.24 | 136% |
| Returns for 5 years | 73.64 | 38.99 | 189% |
| Returns for 10 years | N/A | 27.48 | - |
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