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EPSRX vs FMDRX
EPSRX vs FMDRX Comparison
Open Charts EPSRX vs FMDRX
NYLI Epoch Global Equity Yield Class R6
Price$23.32
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets769.9M
Franklin Mutual Global Discovery R6
Price$31.90
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets9.12B
EPSRX vs FMDRX Comparison Chart
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EPSRX vs. FMDRX commentary
Jun 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 EPSRX is a Buy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.12B vs. EPSRX (770M). EPSRX pays higher dividends than FMDRX: EPSRX (2.40) vs FMDRX (2.00). EPSRX was incepted earlier than FMDRX: EPSRX (12 years) vs FMDRX (12 years). FMDRX (0.88) is less costly to investors than EPSRX (0.75). FMDRX is a more actively managed with annual turnover of: 34.55 vs. EPSRX (18.00). EPSRX has a lower initial minimum investment than FMDRX: EPSRX (0) vs FMDRX (1000000). EPSRX annual gain was more profitable for investors over the last year : 7.39 vs. FMDRX (1.84). EPSRX return over 5 years is better than : 58.32 vs. FMDRX (28.72).
| EPSRX | FMDRX | EPSRX / FMDRX | |
| Total Expense Ratio | 0.74 | 0.88 | 84% |
| Annual Report Gross Expense Ratio | 0.75 | 0.88 | 85% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 8.896 | 11.014 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 9.12B | 8% |
| Annual Yield % from dividends | 2.40 | 2.00 | 120% |
| Returns for 1 year | 7.39 | 1.84 | 401% |
| Returns for 3 years | 29.18 | 5.00 | 583% |
| Returns for 5 years | 58.32 | 28.72 | 203% |
| Returns for 10 years | 41.89 | -0.43 | -9,821% |
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