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FMBRX vs FMDRX
FMBRX vs FMDRX Comparison
Open Charts FMBRX vs FMDRX
Franklin Mutual Beacon R6
Price$16.86
Change-$0.14 (-0.82%)
VolumeN/A
Net Assets3.21B
Franklin Mutual Global Discovery R6
Price$30.94
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets9.16B
FMBRX vs FMDRX Comparison Chart
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FMBRX vs. FMDRX commentary
Feb 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 Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.16B vs. FMBRX (3.21B). 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 : 6.60 vs. FMDRX (1.64). FMBRX return over 5 years is better than : 9.71 vs. FMDRX (7.20).
| 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 | 6.574 | 7.842 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 9.16B | 35% |
| Annual Yield % from dividends | 1.89 | 1.51 | 125% |
| Returns for 1 year | 6.60 | 1.64 | 403% |
| Returns for 3 years | -0.78 | 0.91 | -86% |
| Returns for 5 years | 9.71 | 7.20 | 135% |
| Returns for 10 years | 5.41 | -2.88 | -188% |
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