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FMDRX vs OAKWX
FMDRX vs OAKWX Comparison
Open Charts FMDRX vs OAKWX
Franklin Mutual Global Discovery R6
Price$32.70
Change-$0.16 (-0.49%)
VolumeN/A
Net Assets9.13B
Oakmark Global Select Investor
Price$25.16
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets985.87M
FMDRX vs OAKWX Comparison Chart in %
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FMDRX vs. OAKWX commentary
Nov 20, 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: 9.13B vs. OAKWX (986M). FMDRX pays higher dividends than OAKWX: FMDRX (1.79) vs OAKWX (1.02). FMDRX was incepted earlier than OAKWX: FMDRX (13 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 : 11.70 vs. FMDRX (3.31). OAKWX return over 5 years is better than : 31.31 vs. FMDRX (26.65).
| FMDRX | OAKWX | FMDRX / OAKWX | |
| Total Expense Ratio | 0.88 | 1.13 | 78% |
| Annual Report Gross Expense Ratio | 0.88 | 1.13 | 78% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 14.535 | 13.640 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 986M | 926% |
| Annual Yield % from dividends | 1.79 | 1.02 | 175% |
| Returns for 1 year | 3.31 | 11.70 | 28% |
| Returns for 3 years | 17.02 | 43.13 | 39% |
| Returns for 5 years | 26.65 | 31.31 | 85% |
| Returns for 10 years | 9.78 | 56.01 | 17% |
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