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FMBRX vs FMDRX
FMBRX vs FMDRX Comparison
Open Charts FMBRX vs FMDRX
Franklin Mutual Beacon R6
Price$16.35
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets3.16B
Franklin Mutual Global Discovery R6
Price$29.77
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets8.98B
FMBRX vs FMDRX Comparison Chart
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FMBRX vs. FMDRX commentary
Jan 23, 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 Buy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.98B vs. FMBRX (3.16B). FMBRX pays higher dividends than FMDRX: FMBRX (1.89) vs FMDRX (1.51). FMBRX was incepted earlier than FMDRX: FMBRX (12 years) vs FMDRX (12 years). 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 : 6.80 vs. FMDRX (-0.02). FMBRX return over 5 years is better than : 4.98 vs. FMDRX (1.73).
| FMBRX | FMDRX | FMBRX / FMDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 3.729 | 3.974 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 8.98B | 35% |
| Annual Yield % from dividends | 1.89 | 1.51 | 125% |
| Returns for 1 year | 6.80 | -0.02 | -37,309% |
| Returns for 3 years | -3.81 | -3.43 | 111% |
| Returns for 5 years | 4.98 | 1.73 | 288% |
| Returns for 10 years | 6.26 | -3.36 | -186% |
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