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FMDRX vs HWGIX
FMDRX vs HWGIX Comparison
Open Charts FMDRX vs HWGIX
Franklin Mutual Global Discovery R6
Price$29.26
Change+$0.20 (+0.69%)
VolumeN/A
Net Assets8.43B
Hotchkis & Wiley Global Value I
Price$14.01
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets35.11M
FMDRX vs HWGIX Comparison Chart
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FMDRX vs. HWGIX commentary
Apr 18, 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 Hold and HWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.44B vs. HWGIX (35.1M). FMDRX pays higher dividends than HWGIX: FMDRX (2.03) vs HWGIX (1.33). FMDRX was incepted earlier than HWGIX: FMDRX (12 years) vs HWGIX (12 years). HWGIX (1.24) is less costly to investors than FMDRX (0.89). HWGIX is a more actively managed with annual turnover of: 48.00 vs. FMDRX (35.47). HWGIX has a lower initial minimum investment than FMDRX: HWGIX (250000) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : -3.74 vs. HWGIX (-5.07). HWGIX return over 5 years is better than : 82.47 vs. FMDRX (32.86).
| FMDRX | HWGIX | FMDRX / HWGIX | |
| Total Expense Ratio | 0.89 | 0.95 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 1.24 | 72% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 1.290 | 0.790 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 35.1M | 24,031% |
| Annual Yield % from dividends | 2.03 | 1.33 | 153% |
| Returns for 1 year | -3.74 | -5.07 | 74% |
| Returns for 3 years | -3.15 | -0.35 | 904% |
| Returns for 5 years | 32.86 | 82.47 | 40% |
| Returns for 10 years | -10.28 | 25.23 | -41% |
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