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FMDRX vs HWGAX
FMDRX vs HWGAX Comparison
Open Charts FMDRX vs HWGAX
Franklin Mutual Global Discovery R6
Price$30.03
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets8.61B
Hotchkis & Wiley Global Value A
Price$14.51
Change+$0.20 (+1.40%)
VolumeN/A
Net Assets36.06M
FMDRX vs HWGAX Comparison Chart
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FMDRX vs. HWGAX commentary
Apr 25, 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 FMDRX is a StrongBuy and HWGAX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.61B vs. HWGAX (36.1M). FMDRX pays higher dividends than HWGAX: FMDRX (2.03) vs HWGAX (1.10). FMDRX was incepted earlier than HWGAX: FMDRX (12 years) vs HWGAX (12 years). HWGAX (1.51) is less costly to investors than FMDRX (0.89). HWGAX is a more actively managed with annual turnover of: 48.00 vs. FMDRX (35.47). HWGAX has a lower initial minimum investment than FMDRX: HWGAX (2500) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : -4.43 vs. HWGAX (-6.71). HWGAX return over 5 years is better than : 90.02 vs. FMDRX (37.96).
| FMDRX | HWGAX | FMDRX / HWGAX | |
| Total Expense Ratio | 0.89 | 1.20 | 74% |
| Annual Report Gross Expense Ratio | 0.89 | 1.51 | 59% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 3.102 | 2.507 | 124% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.61B | 36.1M | 23,848% |
| Annual Yield % from dividends | 2.03 | 1.10 | 185% |
| Returns for 1 year | -4.43 | -6.71 | 66% |
| Returns for 3 years | -0.84 | 2.93 | -29% |
| Returns for 5 years | 37.96 | 90.02 | 42% |
| Returns for 10 years | -9.09 | 23.87 | -38% |
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