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EPSRX vs FMDRX
EPSRX vs FMDRX Comparison
Open Charts EPSRX vs FMDRX
NYLI Epoch Global Equity Yield Class R6
Price$24.64
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets810.73M
Franklin Mutual Global Discovery R6
Price$33.58
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets9.41B
EPSRX vs FMDRX Comparison Chart in %
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EPSRX vs. FMDRX commentary
Aug 29, 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: 9.41B vs. EPSRX (811M). EPSRX pays higher dividends than FMDRX: EPSRX (2.23) vs FMDRX (1.98). 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 : 6.23 vs. FMDRX (3.18). EPSRX return over 5 years is better than : 67.97 vs. FMDRX (37.71).
| 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 | 15.885 | 16.835 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 9.41B | 9% |
| Annual Yield % from dividends | 2.23 | 1.98 | 113% |
| Returns for 1 year | 6.23 | 3.18 | 196% |
| Returns for 3 years | 44.48 | 20.53 | 217% |
| Returns for 5 years | 67.97 | 37.71 | 180% |
| Returns for 10 years | 60.66 | 12.16 | 499% |
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