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EPSPX vs FMDRX
EPSPX vs FMDRX Comparison
Open Charts EPSPX vs FMDRX
NYLI Epoch Global Equity Yield
Price$25.03
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
EPSPX vs FMDRX Comparison Chart in %
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EPSPX vs. FMDRX commentary
Sep 06, 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 EPSPX is a Buy and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.38B vs. EPSPX (809M). FMDRX (1.89) and EPSPX (1.83) have matching dividends . EPSPX was incepted earlier than FMDRX: EPSPX (19 years) vs FMDRX (12 years). EPSPX (1.14) is less costly to investors than FMDRX (0.88). FMDRX is a more actively managed with annual turnover of: 34.55 vs. EPSPX (18.00). EPSPX has a lower initial minimum investment than FMDRX: EPSPX (15000) vs FMDRX (1000000). EPSPX annual gain was more profitable for investors over the last year : 6.12 vs. FMDRX (4.28). EPSPX return over 5 years is better than : 67.06 vs. FMDRX (39.19).
| EPSPX | FMDRX | EPSPX / FMDRX | |
| Total Expense Ratio | 1.09 | 0.88 | 124% |
| Annual Report Gross Expense Ratio | 1.14 | 0.88 | 130% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 14.983 | 17.044 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 809M | 9.38B | 9% |
| Annual Yield % from dividends | 1.83 | 1.89 | 96% |
| Returns for 1 year | 6.12 | 4.28 | 143% |
| Returns for 3 years | 46.77 | 23.44 | 200% |
| Returns for 5 years | 67.06 | 39.19 | 171% |
| Returns for 10 years | 59.23 | 14.61 | 405% |
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