DGEFX
Price
$12.59
Change
+$0.12 (+0.96%)
Updated
Dec 20 closing price
FMBRX
Price
$15.81
Change
-$0.85 (-5.10%)
Updated
Dec 20 closing price
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DGEFX vs FMBRX

Header iconDGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRXBanner chart's image
Destinations Equity Income I
Price$12.59
Change+$0.12 (+0.96%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Beacon R6
Price$15.81
Change-$0.85 (-5.10%)
VolumeN/A
CapitalizationN/A
DGEFX vs FMBRX Comparison Chart
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DGEFX vs. FMBRX commentary
Dec 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 Hold.

FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 2.91B vs. DGEFX (502M). 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 : 14.11 vs. FMBRX (4.63). DGEFX return over 5 years is better than : 33.34 vs. FMBRX (2.75).
DGEFXFMBRXDGEFX / FMBRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years12 years-
Gain YTD12.9433.551365%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets502M2.91B17%
Annual Yield % from dividends2.981.89157%
Returns for 1 year14.114.63305%
Returns for 3 years17.90-5.95-301%
Returns for 5 years33.342.751,212%
Returns for 10 yearsN/A2.74-
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