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EPSKX vs FMDRX
EPSKX vs FMDRX Comparison
Open Charts EPSKX vs FMDRX
NYLI Epoch Global Equity Yield
Price$21.37
Change+$1.20 (+5.95%)
VolumeN/A
Net Assets667.62M
Franklin Mutual Global Discovery R6
Price$29.15
Change+$1.63 (+5.92%)
VolumeN/A
Net Assets8.01B
EPSKX vs FMDRX Comparison Chart
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EPSKX vs. FMDRX commentary
Apr 11, 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 EPSKX is a Buy and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.01B vs. EPSKX (668M). FMDRX pays higher dividends than EPSKX: FMDRX (2.03) vs EPSKX (1.41). EPSKX was incepted earlier than FMDRX: EPSKX (15 years) vs FMDRX (12 years). EPSKX (1.94) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 35.47 vs. EPSKX (18.00). EPSKX has a lower initial minimum investment than FMDRX: EPSKX (1000) vs FMDRX (1000000). EPSKX annual gain was more profitable for investors over the last year : -6.63 vs. FMDRX (-12.39). EPSKX return over 5 years is better than : 45.68 vs. FMDRX (24.54).
| EPSKX | FMDRX | EPSKX / FMDRX | |
| Total Expense Ratio | 1.84 | 0.89 | 207% |
| Annual Report Gross Expense Ratio | 1.94 | 0.89 | 218% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | -7.379 | -4.078 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 8.01B | 8% |
| Annual Yield % from dividends | 1.41 | 2.03 | 70% |
| Returns for 1 year | -6.63 | -12.39 | 54% |
| Returns for 3 years | 3.77 | -8.58 | -44% |
| Returns for 5 years | 45.68 | 24.54 | 186% |
| Returns for 10 years | 13.02 | -15.23 | -86% |
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