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DGEZX vs FMDRX
DGEZX vs FMDRX Comparison
Open Charts DGEZX vs FMDRX
Destinations Equity Income Z
Price$12.34
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets470.17M
Franklin Mutual Global Discovery R6
Price$30.03
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets8.61B
DGEZX vs FMDRX Comparison Chart
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DGEZX vs. FMDRX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.61B vs. DGEZX (470M). 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 : 11.12 vs. FMDRX (-3.92). DGEZX return over 5 years is better than : 70.63 vs. FMDRX (38.61).
| 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 | 1.426 | 3.590 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 8.61B | 5% |
| Annual Yield % from dividends | 2.75 | 2.03 | 136% |
| Returns for 1 year | 11.12 | -3.92 | -284% |
| Returns for 3 years | 15.67 | -0.34 | -4,573% |
| Returns for 5 years | 70.63 | 38.61 | 183% |
| Returns for 10 years | N/A | -8.73 | - |
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