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FMDRX vs OAKWX
FMDRX vs OAKWX Comparison
Open Charts FMDRX vs OAKWX
Franklin Mutual Global Discovery R6
Price$33.71
Change-$0.16 (-0.47%)
VolumeN/A
Net Assets9.41B
Oakmark Global Select Investor
Price$25.50
Change-$0.26 (-1.01%)
VolumeN/A
Net Assets1.01B
FMDRX vs OAKWX Comparison Chart in %
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FMDRX vs. OAKWX commentary
Sep 26, 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 OAKWX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.41B vs. OAKWX (1.02B). FMDRX pays higher dividends than OAKWX: FMDRX (1.89) vs OAKWX (1.01). FMDRX was incepted earlier than OAKWX: FMDRX (12 years) vs OAKWX (19 years). OAKWX (1.13) is less costly to investors than FMDRX (0.88). OAKWX is a more actively managed with annual turnover of: 44.00 vs. FMDRX (34.55). OAKWX has a lower initial minimum investment than FMDRX: OAKWX (0) vs FMDRX (1000000). OAKWX annual gain was more profitable for investors over the last year : 12.87 vs. FMDRX (4.73). OAKWX return over 5 years is better than : 61.08 vs. FMDRX (45.78).
| FMDRX | OAKWX | FMDRX / OAKWX | |
| Total Expense Ratio | 0.88 | 1.13 | 78% |
| Annual Report Gross Expense Ratio | 0.88 | 1.13 | 78% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 18.055 | 16.351 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 1.02B | 927% |
| Annual Yield % from dividends | 1.89 | 1.01 | 188% |
| Returns for 1 year | 4.73 | 12.87 | 37% |
| Returns for 3 years | 33.94 | 65.36 | 52% |
| Returns for 5 years | 45.78 | 61.08 | 75% |
| Returns for 10 years | 22.34 | 80.96 | 28% |
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