Interact to see
Advertisement
Advertisement
EPSRX vs FMDRX
EPSRX vs FMDRX Comparison
Open Charts EPSRX vs FMDRX
NYLI Epoch Global Equity Yield Class R6
Price$23.88
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets790.41M
Franklin Mutual Global Discovery R6
Price$32.12
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets9.03B
EPSRX vs FMDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPSRX vs. FMDRX commentary
Aug 08, 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 Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.03B vs. EPSRX (790M). 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 : 10.23 vs. FMDRX (5.05). EPSRX return over 5 years is better than : 66.91 vs. FMDRX (34.46).
| 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 | 12.402 | 11.746 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 9.03B | 9% |
| Annual Yield % from dividends | 2.23 | 1.98 | 113% |
| Returns for 1 year | 10.23 | 5.05 | 203% |
| Returns for 3 years | 37.40 | 12.48 | 300% |
| Returns for 5 years | 66.91 | 34.46 | 194% |
| Returns for 10 years | 48.38 | 1.25 | 3,883% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LCLG | 58.10 | 0.83 | +1.45% |
| Logan Capital Broad Innovative Gr ETF | |||
| TCHP | 46.91 | 0.66 | +1.43% |
| T. Rowe Price Blue Chip Growth ETF | |||
| SSPX | 29.94 | -0.35 | -1.14% |
| Janus Henderson US Sustainable Eq ETF | |||
| PBW | 22.80 | -0.44 | -1.89% |
| Invesco WilderHill Clean Energy ETF | |||
| ARMG | 10.60 | -0.23 | -2.12% |
| Leverage Shares 2X Long Arm Daily ETF | |||