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FMDRX vs PGVFX
FMDRX vs PGVFX Comparison
Open Charts FMDRX vs PGVFX
Franklin Mutual Global Discovery R6
Price$30.27
Change-$0.98 (-3.14%)
VolumeN/A
Net Assets9.12B
Polaris Global Value
Price$31.40
Change-$1.00 (-3.09%)
VolumeN/A
Net Assets424.23M
FMDRX vs PGVFX Comparison Chart
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FMDRX vs. PGVFX commentary
Apr 05, 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 PGVFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.12B vs. PGVFX (424M). FMDRX pays higher dividends than PGVFX: FMDRX (2.03) vs PGVFX (1.84). FMDRX was incepted earlier than PGVFX: FMDRX (12 years) vs PGVFX (27 years). PGVFX (1.22) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 35.47 vs. PGVFX (17.00). PGVFX has a lower initial minimum investment than FMDRX: PGVFX (2500) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : -0.48 vs. PGVFX (-1.59). PGVFX return over 5 years is better than : 91.82 vs. FMDRX (58.66).
| FMDRX | PGVFX | FMDRX / PGVFX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 1.22 | 73% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 8.923 | 1.618 | 551% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 424M | 2,151% |
| Annual Yield % from dividends | 2.03 | 1.84 | 111% |
| Returns for 1 year | -0.48 | -1.59 | 30% |
| Returns for 3 years | 3.22 | 7.46 | 43% |
| Returns for 5 years | 58.66 | 91.82 | 64% |
| Returns for 10 years | -2.11 | 64.46 | -3% |
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