Ad is loading...
DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
Franklin Mutual Beacon R6
Price$16.86
Change-$0.14 (-0.82%)
VolumeN/A
Net Assets3.21B
DGEFX vs FMBRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. FMBRX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.21B vs. DGEFX (511M). 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 : 18.41 vs. FMBRX (6.60). DGEFX return over 5 years is better than : 41.56 vs. FMBRX (9.71).
| 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 | 5.267 | 6.574 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 3.21B | 16% |
| Annual Yield % from dividends | 2.98 | 1.89 | 157% |
| Returns for 1 year | 18.41 | 6.60 | 279% |
| Returns for 3 years | 22.06 | -0.78 | -2,816% |
| Returns for 5 years | 41.56 | 9.71 | 428% |
| Returns for 10 years | N/A | 5.41 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGCJX | 14.96 | -0.06 | -0.40% |
| Baillie Gifford EAFE Plus All Cap 3 | |||
| PRKCX | 7.40 | -0.05 | -0.67% |
| PGIM Real Estate Income C | |||
| WFMDX | 47.40 | -0.53 | -1.11% |
| Allspring Special Mid Cap Value Admin | |||
| FBSIX | 37.61 | -0.58 | -1.52% |
| Franklin Mutual U.S. Mid Cap Value R6 | |||
| USGLX | 65.01 | -1.09 | -1.65% |
| JHancock U.S. Global Leaders Growth A | |||