Interact to see
Advertisement
Advertisement
EPSPX vs FMDRX
EPSPX vs FMDRX Comparison
Open Charts EPSPX vs FMDRX
NYLI Epoch Global Equity Yield
Price$24.86
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets808.58M
Franklin Mutual Global Discovery R6
Price$33.09
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets9.31B
EPSPX vs FMDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPSPX vs. FMDRX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.31B vs. EPSPX (809M). FMDRX pays higher dividends than EPSPX: FMDRX (1.98) vs EPSPX (1.88). 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 : 8.87 vs. FMDRX (5.84). EPSPX return over 5 years is better than : 66.10 vs. FMDRX (36.63).
| 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 | 14.660 | 15.511 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 809M | 9.31B | 9% |
| Annual Yield % from dividends | 1.88 | 1.98 | 95% |
| Returns for 1 year | 8.87 | 5.84 | 152% |
| Returns for 3 years | 35.61 | 13.13 | 271% |
| Returns for 5 years | 66.10 | 36.63 | 180% |
| Returns for 10 years | 50.64 | 5.21 | 973% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement