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EPSKX vs FMDRX
EPSKX vs FMDRX Comparison
Open Charts EPSKX vs FMDRX
NYLI Epoch Global Equity Yield
Price$22.59
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets738.14M
Franklin Mutual Global Discovery R6
Price$30.89
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets8.87B
EPSKX vs FMDRX Comparison Chart
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EPSKX vs. FMDRX commentary
May 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.87B vs. EPSKX (738M). FMDRX pays higher dividends than EPSKX: FMDRX (2.07) vs EPSKX (1.42). EPSKX was incepted earlier than FMDRX: EPSKX (15 years) vs FMDRX (12 years). EPSKX (1.93) is less costly to investors than FMDRX (0.89). 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 : 3.49 vs. FMDRX (-2.13). EPSKX return over 5 years is better than : 61.53 vs. FMDRX (39.51).
| EPSKX | FMDRX | EPSKX / FMDRX | |
| Total Expense Ratio | 1.84 | 0.89 | 207% |
| Annual Report Gross Expense Ratio | 1.93 | 0.89 | 217% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 3.733 | 7.180 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 8.87B | 8% |
| Annual Yield % from dividends | 1.42 | 2.07 | 69% |
| Returns for 1 year | 3.49 | -2.13 | -163% |
| Returns for 3 years | 23.97 | 7.34 | 327% |
| Returns for 5 years | 61.53 | 39.51 | 156% |
| Returns for 10 years | 26.26 | -4.71 | -557% |
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