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DGEZX vs FMDRX
DGEZX vs FMDRX Comparison
Open Charts DGEZX vs FMDRX
Destinations Equity Income Z
Price$12.34
Change-$0.33 (-2.60%)
VolumeN/A
Net Assets496.61M
Franklin Mutual Global Discovery R6
Price$30.27
Change-$0.98 (-3.14%)
VolumeN/A
Net Assets9.12B
DGEZX vs FMDRX Comparison Chart
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DGEZX vs. FMDRX commentary
Apr 05, 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 DGEZX is a Buy and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.12B vs. DGEZX (497M). DGEZX pays higher dividends than FMDRX: DGEZX (2.75) vs FMDRX (2.03). DGEZX was incepted earlier than FMDRX: DGEZX (7 years) vs FMDRX (12 years). DGEZX (0.93) and FMDRX (0.89) have similar cost to investors . DGEZX is a more actively managed with annual turnover of: 51.00 vs. FMDRX (35.47). DGEZX has a lower initial minimum investment than FMDRX: DGEZX (0) vs FMDRX (1000000). DGEZX annual gain was more profitable for investors over the last year : 14.29 vs. FMDRX (-0.48). DGEZX return over 5 years is better than : 92.46 vs. FMDRX (58.66).
| DGEZX | FMDRX | DGEZX / FMDRX | |
| Total Expense Ratio | 0.81 | 0.89 | 91% |
| Annual Report Gross Expense Ratio | 0.93 | 0.89 | 104% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 5.334 | 8.923 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 9.12B | 5% |
| Annual Yield % from dividends | 2.75 | 2.03 | 136% |
| Returns for 1 year | 14.29 | -0.48 | -2,980% |
| Returns for 3 years | 18.01 | 3.22 | 559% |
| Returns for 5 years | 92.46 | 58.66 | 158% |
| Returns for 10 years | N/A | -2.11 | - |
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