Interact to see
Advertisement
Advertisement
EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$24.32
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets790.06M
Franklin Mutual Global Discovery R6
Price$32.28
Change+$0.16 (+0.50%)
VolumeN/A
Net Assets9.05B
EPSYX vs FMDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPSYX vs. FMDRX commentary
Aug 08, 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: 9.05B vs. EPSYX (790M). 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 : 10.91 vs. FMDRX (5.21). EPSYX return over 5 years is better than : 66.85 vs. FMDRX (34.71).
| 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 | 12.669 | 11.955 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 9.05B | 9% |
| Annual Yield % from dividends | 2.11 | 1.98 | 107% |
| Returns for 1 year | 10.91 | 5.21 | 209% |
| Returns for 3 years | 37.58 | 12.38 | 303% |
| Returns for 5 years | 66.85 | 34.71 | 193% |
| Returns for 10 years | 48.52 | 0.39 | 12,481% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement