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EPSKX vs FMDRX
EPSKX vs FMDRX Comparison
Open Charts EPSKX vs FMDRX
NYLI Epoch Global Equity Yield
Price$24.89
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets808.62M
Franklin Mutual Global Discovery R6
Price$33.58
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets9.38B
EPSKX vs FMDRX Comparison Chart in %
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EPSKX vs. FMDRX commentary
Sep 07, 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: 9.38B vs. EPSKX (809M). FMDRX pays higher dividends than EPSKX: FMDRX (1.89) vs EPSKX (1.20). 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 : 5.75 vs. FMDRX (4.28). EPSKX return over 5 years is better than : 62.21 vs. FMDRX (39.19).
| 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 | 14.885 | 17.044 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 809M | 9.38B | 9% |
| Annual Yield % from dividends | 1.20 | 1.89 | 63% |
| Returns for 1 year | 5.75 | 4.28 | 134% |
| Returns for 3 years | 44.05 | 23.44 | 188% |
| Returns for 5 years | 62.21 | 39.19 | 159% |
| Returns for 10 years | 53.44 | 14.61 | 366% |
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