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FMDRX vs HWGIX
FMDRX vs HWGIX Comparison
Open Charts FMDRX vs HWGIX
Franklin Mutual Global Discovery R6
Price$28.82
Change+$0.06 (+0.21%)
VolumeN/A
CapitalizationN/A
Hotchkis & Wiley Global Value I
Price$14.04
Change+$0.03 (+0.21%)
VolumeN/A
CapitalizationN/A
FMDRX vs HWGIX Comparison Chart
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FMDRX vs. HWGIX commentary
Dec 27, 2024
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 Buy and HWGIX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.76B vs. HWGIX (36.5M). HWGIX (1.54) and FMDRX (1.51) have matching dividends . FMDRX was incepted earlier than HWGIX: FMDRX (12 years) vs HWGIX (12 years). HWGIX is a more actively managed with annual turnover of: 39.00 vs. FMDRX (35.47). HWGIX has a lower initial minimum investment than FMDRX: HWGIX (250000) vs FMDRX (1000000). HWGIX annual gain was more profitable for investors over the last year : -2.20 vs. FMDRX (-3.10). HWGIX return over 5 years is better than : 21.34 vs. FMDRX (-1.79).
| FMDRX | HWGIX | FMDRX / HWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -3.668 | -2.607 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.76B | 36.5M | 24,003% |
| Annual Yield % from dividends | 1.51 | 1.54 | 99% |
| Returns for 1 year | -3.10 | -2.20 | 140% |
| Returns for 3 years | -4.49 | -2.64 | 170% |
| Returns for 5 years | -1.79 | 21.34 | -8% |
| Returns for 10 years | -6.69 | 28.75 | -23% |
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