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EPSRX vs FMDRX
EPSRX vs FMDRX Comparison
Open Charts EPSRX vs FMDRX
NYLI Epoch Global Equity Yield Class R6
Price$22.27
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets749.97M
Franklin Mutual Global Discovery R6
Price$30.75
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.86B
EPSRX vs FMDRX Comparison Chart
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EPSRX vs. FMDRX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.86B vs. EPSRX (750M). EPSRX pays higher dividends than FMDRX: EPSRX (2.50) vs FMDRX (2.07). EPSRX was incepted earlier than FMDRX: EPSRX (12 years) vs FMDRX (12 years). FMDRX (0.89) 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 : 5.00 vs. FMDRX (-1.65). EPSRX return over 5 years is better than : 66.67 vs. FMDRX (39.28).
| EPSRX | FMDRX | EPSRX / FMDRX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 0.89 | 84% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 3.993 | 7.006 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 8.86B | 8% |
| Annual Yield % from dividends | 2.50 | 2.07 | 121% |
| Returns for 1 year | 5.00 | -1.65 | -303% |
| Returns for 3 years | 27.71 | 7.63 | 363% |
| Returns for 5 years | 66.67 | 39.28 | 170% |
| Returns for 10 years | 31.22 | -5.33 | -586% |
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