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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$25.14
Change-$0.12 (-0.48%)
VolumeN/A
Net Assets823.66M
Franklin Mutual Global Discovery R6
Price$32.86
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets9.17B
EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Nov 19, 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 Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.17B vs. EPSYX (824M). EPSYX pays higher dividends than FMDRX: EPSYX (1.99) vs FMDRX (1.79). EPSYX was incepted earlier than FMDRX: EPSYX (20 years) vs FMDRX (13 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 : 7.26 vs. FMDRX (3.08). EPSYX return over 5 years is better than : 62.99 vs. FMDRX (26.81).
| 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 | 13 years | - |
| Gain YTD | 16.919 | 14.883 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 9.17B | 9% |
| Annual Yield % from dividends | 1.99 | 1.79 | 111% |
| Returns for 1 year | 7.26 | 3.08 | 235% |
| Returns for 3 years | 41.48 | 17.38 | 239% |
| Returns for 5 years | 62.99 | 26.81 | 235% |
| Returns for 10 years | 59.77 | 10.12 | 591% |