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EPSKX vs FMDRX
EPSKX vs FMDRX Comparison
Open Charts EPSKX vs FMDRX
NYLI Epoch Global Equity Yield
Price$24.52
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets798.53M
Franklin Mutual Global Discovery R6
Price$33.04
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets9.37B
EPSKX vs FMDRX Comparison Chart in %
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EPSKX vs. FMDRX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.37B vs. EPSKX (799M). FMDRX pays higher dividends than EPSKX: FMDRX (1.94) vs EPSKX (1.23). EPSKX was incepted earlier than FMDRX: EPSKX (16 years) vs FMDRX (12 years). EPSKX (1.93) is less costly to investors than FMDRX (0.88). FMDRX is a more actively managed with annual turnover of: 34.55 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 : 10.13 vs. FMDRX (5.82). EPSKX return over 5 years is better than : 67.99 vs. FMDRX (43.04).
| EPSKX | FMDRX | EPSKX / FMDRX | |
| Total Expense Ratio | 1.84 | 0.88 | 209% |
| Annual Report Gross Expense Ratio | 1.93 | 0.88 | 219% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 13.177 | 14.848 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 9.37B | 9% |
| Annual Yield % from dividends | 1.23 | 1.94 | 63% |
| Returns for 1 year | 10.13 | 5.82 | 174% |
| Returns for 3 years | 39.37 | 18.69 | 211% |
| Returns for 5 years | 67.99 | 43.04 | 158% |
| Returns for 10 years | 46.43 | 5.06 | 917% |
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