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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$24.38
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets787.82M
Franklin Mutual Global Discovery R6
Price$32.92
Change+$0.25 (+0.77%)
VolumeN/A
Net Assets9.29B
EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.29B vs. EPSYX (788M). EPSYX pays higher dividends than FMDRX: EPSYX (2.11) vs FMDRX (1.94). EPSYX was incepted earlier than FMDRX: EPSYX (20 years) vs FMDRX (12 years). EPSYX (0.89) and FMDRX (0.88) 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 : 11.08 vs. FMDRX (5.82). EPSYX return over 5 years is better than : 74.54 vs. FMDRX (41.82).
| EPSYX | FMDRX | EPSYX / FMDRX | |
| Total Expense Ratio | 0.84 | 0.88 | 95% |
| Annual Report Gross Expense Ratio | 0.89 | 0.88 | 101% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 12.947 | 13.872 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 9.29B | 8% |
| Annual Yield % from dividends | 2.11 | 1.94 | 108% |
| Returns for 1 year | 11.08 | 5.82 | 190% |
| Returns for 3 years | 42.61 | 17.68 | 241% |
| Returns for 5 years | 74.54 | 41.82 | 178% |
| Returns for 10 years | 51.89 | 3.05 | 1,699% |