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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$21.53
Change+$0.15 (+0.70%)
VolumeN/A
Net Assets710.86M
Franklin Mutual Global Discovery R6
Price$29.26
Change+$0.20 (+0.69%)
VolumeN/A
Net Assets8.43B
EPSYX vs FMDRX Comparison Chart
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EPSYX vs. FMDRX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.44B vs. EPSYX (711M). EPSYX pays higher dividends than FMDRX: EPSYX (2.35) vs FMDRX (2.03). EPSYX was incepted earlier than FMDRX: EPSYX (19 years) vs FMDRX (12 years). EPSYX (0.91) and FMDRX (0.89) have similar cost to investors . FMDRX is a more actively managed with annual turnover of: 35.47 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 : 4.54 vs. FMDRX (-3.74). EPSYX return over 5 years is better than : 60.04 vs. FMDRX (32.86).
| EPSYX | FMDRX | EPSYX / FMDRX | |
| Total Expense Ratio | 0.84 | 0.89 | 94% |
| Annual Report Gross Expense Ratio | 0.91 | 0.89 | 102% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | -1.012 | 1.290 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 8.44B | 8% |
| Annual Yield % from dividends | 2.35 | 2.03 | 116% |
| Returns for 1 year | 4.54 | -3.74 | -122% |
| Returns for 3 years | 14.79 | -3.15 | -469% |
| Returns for 5 years | 60.04 | 32.86 | 183% |
| Returns for 10 years | 26.54 | -10.28 | -258% |
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