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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$22.61
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets749.97M
Franklin Mutual Global Discovery R6
Price$30.75
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.86B
EPSYX vs FMDRX Comparison Chart
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EPSYX 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 EPSYX is a Buy and FMDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.86B vs. EPSYX (750M). EPSYX pays higher dividends than FMDRX: EPSYX (2.36) vs FMDRX (2.07). EPSYX was incepted earlier than FMDRX: EPSYX (19 years) vs FMDRX (12 years). EPSYX (0.89) and FMDRX (0.89) have similar cost to investors . FMDRX is a more actively managed with annual turnover of: 34.55 vs. EPSYX (18.00). EPSYX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. EPSYX annual gain was more profitable for investors over the last year : 5.01 vs. FMDRX (-1.65). EPSYX return over 5 years is better than : 68.29 vs. FMDRX (39.28).
| EPSYX | FMDRX | EPSYX / FMDRX | |
| Total Expense Ratio | 0.84 | 0.89 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 0.89 | 100% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 3.954 | 7.006 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 8.86B | 8% |
| Annual Yield % from dividends | 2.36 | 2.07 | 114% |
| Returns for 1 year | 5.01 | -1.65 | -304% |
| Returns for 3 years | 27.49 | 7.63 | 360% |
| Returns for 5 years | 68.29 | 39.28 | 174% |
| Returns for 10 years | 32.28 | -5.33 | -606% |
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