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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$14.20
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets474.67M
Franklin Mutual Beacon R6
Price$18.75
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets3.4B
DGEFX vs FMBRX Comparison Chart in %
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DGEFX vs. FMBRX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.4B vs. DGEFX (475M). DGEFX pays higher dividends than FMBRX: DGEFX (2.20) vs FMBRX (1.70). DGEFX was incepted earlier than FMBRX: DGEFX (9 years) vs FMBRX (13 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 : 12.60 vs. FMBRX (10.51). DGEFX return over 5 years is better than : 66.77 vs. FMBRX (29.92).
| 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 | 13 years | - |
| Gain YTD | 15.120 | 19.027 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 3.4B | 14% |
| Annual Yield % from dividends | 2.20 | 1.70 | 130% |
| Returns for 1 year | 12.60 | 10.51 | 120% |
| Returns for 3 years | 34.55 | 29.20 | 118% |
| Returns for 5 years | 66.77 | 29.92 | 223% |
| Returns for 10 years | N/A | 28.83 | - |
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