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FMBRX vs FMDRX
FMBRX vs FMDRX Comparison
Open Charts FMBRX vs FMDRX
Franklin Mutual Beacon R6
Price$17.71
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets3.27B
Franklin Mutual Global Discovery R6
Price$32.12
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets9.03B
FMBRX vs FMDRX Comparison Chart in %
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FMBRX vs. FMDRX commentary
Aug 07, 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: 9.03B vs. FMBRX (3.27B). FMDRX pays higher dividends than FMBRX: FMDRX (1.98) vs FMBRX (1.81). FMBRX was incepted earlier than FMDRX: FMBRX (12 years) vs FMDRX (12 years). FMDRX (0.88) is less costly to investors than FMBRX (0.72). FMDRX is a more actively managed with annual turnover of: 34.55 vs. FMBRX (15.03). FMBRX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. FMBRX annual gain was more profitable for investors over the last year : 12.16 vs. FMDRX (5.05). FMDRX (34.46) and FMBRX (34.06) have equivalent 5 years return.
| FMBRX | FMDRX | FMBRX / FMDRX | |
| Total Expense Ratio | 0.72 | 0.88 | 82% |
| Annual Report Gross Expense Ratio | 0.72 | 0.88 | 82% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 12.137 | 11.746 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 9.03B | 36% |
| Annual Yield % from dividends | 1.81 | 1.98 | 92% |
| Returns for 1 year | 12.16 | 5.05 | 241% |
| Returns for 3 years | 14.91 | 12.48 | 120% |
| Returns for 5 years | 34.06 | 34.46 | 99% |
| Returns for 10 years | 12.79 | 1.25 | 1,026% |
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