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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$23.81
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets770.36M
Franklin Mutual Global Discovery R6
Price$32.14
Change+$0.24 (+0.75%)
VolumeN/A
Net Assets9.13B
EPSYX vs FMDRX Comparison Chart
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EPSYX vs. FMDRX commentary
Jun 07, 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: 9.13B vs. EPSYX (770M). EPSYX pays higher dividends than FMDRX: EPSYX (2.27) vs FMDRX (2.00). EPSYX was incepted earlier than FMDRX: EPSYX (19 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 : 8.04 vs. FMDRX (2.00). EPSYX return over 5 years is better than : 60.75 vs. FMDRX (28.92).
| EPSYX | FMDRX | EPSYX / FMDRX | |
| Total Expense Ratio | 0.84 | 0.88 | 95% |
| Annual Report Gross Expense Ratio | 0.89 | 0.88 | 101% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 9.471 | 11.189 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 9.13B | 8% |
| Annual Yield % from dividends | 2.27 | 2.00 | 113% |
| Returns for 1 year | 8.04 | 2.00 | 401% |
| Returns for 3 years | 28.77 | 4.60 | 625% |
| Returns for 5 years | 60.75 | 28.92 | 210% |
| Returns for 10 years | 44.23 | -0.24 | -18,303% |
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