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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$25.43
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets827.06M
Franklin Mutual Global Discovery R6
Price$33.47
Change+$0.30 (+0.90%)
VolumeN/A
Net Assets9.32B
EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Oct 15, 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: 9.32B vs. EPSYX (827M). EPSYX pays higher dividends than FMDRX: EPSYX (2.00) vs FMDRX (1.87). 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 : 5.08 vs. FMDRX (1.72). EPSYX return over 5 years is better than : 72.94 vs. FMDRX (39.67).
| 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 | 18.268 | 15.615 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 9.32B | 9% |
| Annual Yield % from dividends | 2.00 | 1.87 | 107% |
| Returns for 1 year | 5.08 | 1.72 | 296% |
| Returns for 3 years | 63.11 | 33.30 | 190% |
| Returns for 5 years | 72.94 | 39.67 | 184% |
| Returns for 10 years | 59.13 | 11.99 | 493% |
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