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DGEFX vs MDISX
DGEFX vs MDISX Comparison
Open Charts DGEFX vs MDISX
Destinations Equity Income I
Price$14.26
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets477.87M
Franklin Mutual Global Discovery Z
Price$33.83
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets9.39B
DGEFX vs MDISX Comparison Chart in %
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DGEFX vs. MDISX commentary
Sep 16, 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 MDISX is a Hold.
FUNDAMENTALS
Fundamentals
MDISX has more cash in the bank: 9.39B vs. DGEFX (478M). DGEFX pays higher dividends than MDISX: DGEFX (2.34) vs MDISX (1.83). DGEFX was incepted earlier than MDISX: DGEFX (8 years) vs MDISX (33 years). DGEFX (1.07) is less costly to investors than MDISX (0.96). DGEFX is a more actively managed with annual turnover of: 45.00 vs. MDISX (34.55). DGEFX has a lower initial minimum investment than MDISX: DGEFX (0) vs MDISX (100000). DGEFX annual gain was more profitable for investors over the last year : 15.17 vs. MDISX (5.39). DGEFX return over 5 years is better than : 76.48 vs. MDISX (40.43).
| DGEFX | MDISX | DGEFX / MDISX | |
| Total Expense Ratio | 0.94 | 0.96 | 98% |
| Annual Report Gross Expense Ratio | 1.07 | 0.96 | 111% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 15.064 | 17.834 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 9.39B | 5% |
| Annual Yield % from dividends | 2.34 | 1.83 | 128% |
| Returns for 1 year | 15.17 | 5.39 | 282% |
| Returns for 3 years | 39.91 | 22.18 | 180% |
| Returns for 5 years | 76.48 | 40.43 | 189% |
| Returns for 10 years | N/A | 15.53 | - |
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