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FMBRX vs FMDRX
FMBRX vs FMDRX Comparison
Open Charts FMBRX vs FMDRX
Franklin Mutual Beacon R6
Price$16.34
Change-$0.56 (-3.31%)
VolumeN/A
Net Assets3.2B
Franklin Mutual Global Discovery R6
Price$30.27
Change-$0.98 (-3.14%)
VolumeN/A
Net Assets9.12B
FMBRX vs FMDRX Comparison Chart
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FMBRX vs. FMDRX commentary
Apr 04, 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 FMBRX is a Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.12B vs. FMBRX (3.2B). FMDRX pays higher dividends than FMBRX: FMDRX (2.03) vs FMBRX (1.91). FMBRX was incepted earlier than FMDRX: FMBRX (12 years) vs FMDRX (12 years). FMDRX (0.89) is less costly to investors than FMBRX (0.73). FMBRX is a more actively managed with annual turnover of: 44.54 vs. FMDRX (35.47). FMBRX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. FMBRX annual gain was more profitable for investors over the last year : 3.89 vs. FMDRX (-0.48). FMDRX return over 5 years is better than : 58.66 vs. FMBRX (54.50).
| FMBRX | FMDRX | FMBRX / FMDRX | |
| Total Expense Ratio | 0.72 | 0.89 | 81% |
| Annual Report Gross Expense Ratio | 0.73 | 0.89 | 82% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 6.827 | 8.923 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 9.12B | 35% |
| Annual Yield % from dividends | 1.91 | 2.03 | 94% |
| Returns for 1 year | 3.89 | -0.48 | -811% |
| Returns for 3 years | 2.11 | 3.22 | 65% |
| Returns for 5 years | 54.50 | 58.66 | 93% |
| Returns for 10 years | 4.69 | -2.11 | -223% |
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