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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$25.02
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets810.73M
Franklin Mutual Global Discovery R6
Price$33.58
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets9.41B
EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Aug 29, 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: 9.41B vs. EPSYX (811M). EPSYX pays higher dividends than FMDRX: EPSYX (2.11) vs FMDRX (1.98). 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 : 6.25 vs. FMDRX (3.18). EPSYX return over 5 years is better than : 67.46 vs. FMDRX (37.71).
| 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 | 15.819 | 16.835 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 9.41B | 9% |
| Annual Yield % from dividends | 2.11 | 1.98 | 107% |
| Returns for 1 year | 6.25 | 3.18 | 196% |
| Returns for 3 years | 44.21 | 20.53 | 215% |
| Returns for 5 years | 67.46 | 37.71 | 179% |
| Returns for 10 years | 62.02 | 12.16 | 510% |
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