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FMDRX vs IEVAX
FMDRX vs IEVAX Comparison
Open Charts FMDRX vs IEVAX
Franklin Mutual Global Discovery R6
Price$28.36
Change-$0.79 (-2.71%)
VolumeN/A
Net Assets8.48B
Columbia Global Value A
Price$11.45
Change-$0.22 (-1.89%)
VolumeN/A
Net Assets736.26M
FMDRX vs IEVAX Comparison Chart
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FMDRX vs. IEVAX commentary
Apr 11, 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 IEVAX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.48B vs. IEVAX (736M). FMDRX pays higher dividends than IEVAX: FMDRX (2.03) vs IEVAX (1.88). FMDRX was incepted earlier than IEVAX: FMDRX (12 years) vs IEVAX (30 years). IEVAX (1.13) is less costly to investors than FMDRX (0.89). IEVAX is a more actively managed with annual turnover of: 59.00 vs. FMDRX (35.47). IEVAX has a lower initial minimum investment than FMDRX: IEVAX (2000) vs FMDRX (1000000). IEVAX (-5.99) and FMDRX (-6.03) have marching annual gain over last year. FMDRX return over 5 years is better than : 31.91 vs. IEVAX (19.79).
| FMDRX | IEVAX | FMDRX / IEVAX | |
| Total Expense Ratio | 0.89 | 1.13 | 79% |
| Annual Report Gross Expense Ratio | 0.89 | 1.13 | 79% |
| Fund Existence | 12 years | 30 years | - |
| Gain YTD | 1.603 | -4.145 | -39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48B | 736M | 1,152% |
| Annual Yield % from dividends | 2.03 | 1.88 | 108% |
| Returns for 1 year | -6.03 | -5.99 | 101% |
| Returns for 3 years | -2.63 | -4.52 | 58% |
| Returns for 5 years | 31.91 | 19.79 | 161% |
| Returns for 10 years | -10.05 | 2.08 | -483% |
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