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FMDRX vs JGEFX
FMDRX vs JGEFX Comparison
Open Charts FMDRX vs JGEFX
Franklin Mutual Global Discovery R6
Price$30.75
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.86B
JHancock Global Equity I
Price$11.94
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets712.85M
FMDRX vs JGEFX Comparison Chart
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FMDRX vs. JGEFX commentary
May 09, 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 JGEFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.86B vs. JGEFX (713M). FMDRX pays higher dividends than JGEFX: FMDRX (2.07) vs JGEFX (1.21). FMDRX was incepted earlier than JGEFX: FMDRX (12 years) vs JGEFX (12 years). JGEFX (1.01) is less costly to investors than FMDRX (0.89). JGEFX (36.00) and FMDRX (34.55) have comparable annual turnover. JGEFX has a lower initial minimum investment than FMDRX: JGEFX (250000) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : -1.65 vs. JGEFX (-7.60). FMDRX return over 5 years is better than : 39.28 vs. JGEFX (17.90).
| FMDRX | JGEFX | FMDRX / JGEFX | |
| Total Expense Ratio | 0.89 | 1.00 | 89% |
| Annual Report Gross Expense Ratio | 0.89 | 1.01 | 88% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 7.006 | 2.053 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 713M | 1,242% |
| Annual Yield % from dividends | 2.07 | 1.21 | 171% |
| Returns for 1 year | -1.65 | -7.60 | 22% |
| Returns for 3 years | 7.63 | 9.83 | 78% |
| Returns for 5 years | 39.28 | 17.90 | 219% |
| Returns for 10 years | -5.33 | 16.13 | -33% |
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