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EPSRX vs FMDRX
EPSRX vs FMDRX Comparison
Open Charts EPSRX vs FMDRX
NYLI Epoch Global Equity Yield Class R6
Price$23.89
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets786.44M
Franklin Mutual Global Discovery R6
Price$32.65
Change+$0.22 (+0.68%)
VolumeN/A
Net Assets9.23B
EPSRX vs FMDRX Comparison Chart in %
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EPSRX vs. FMDRX commentary
Jun 28, 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: 9.23B vs. EPSRX (786M). 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 : 9.96 vs. FMDRX (4.98). EPSRX return over 5 years is better than : 74.30 vs. FMDRX (44.25).
| 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 | 11.558 | 13.036 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 9.23B | 9% |
| Annual Yield % from dividends | 2.40 | 2.00 | 120% |
| Returns for 1 year | 9.96 | 4.98 | 200% |
| Returns for 3 years | 40.77 | 15.93 | 256% |
| Returns for 5 years | 74.30 | 44.25 | 168% |
| Returns for 10 years | 49.71 | 3.13 | 1,587% |
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